Junior External Wholesaler
leeds professional resourcesMiami, FL
Junior External Wholesaler
leeds professional resourcesMiami, FL
4 days ago
Occupations
Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific ProductsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationAbout the role
Exciting opportunity for a junior wholesaler to join an established fund distributor here in Miami. This role will work on a team to development and grow advisor relationships. Strong opportunities for career growth.
Core Responsibilities:
- Maintain face-to-face relationships with financial advisors and broker-dealers
- Conduct product presentations, branch visits, and seminars
- Partner with internal wholesalers to track leads and close sales
- Execute territorial business plans to meet net sales goals
- Manage travel schedules and entertainment expense budgets
Qualifications & Requirements:
Bachelor’s degree in finance, business, or marketing preferred2 to 5 years of financial services experienceFINRA Series 7 (or Series 6/63) Bilingual (English/Spanish) preferred
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Miami, FL
Occupation
Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE