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Internal Wholesaler

3 months ago

California, United States Selby Jennings Full time

A global investment manager handling over $50bn in client assets is seeking a candidate to advise teams working at select Wirehouses and Independent Broker Dealers in the West Coast Region.

Responsibilities:

  • Product knowledge in multi-asset, equities, and fixed income
  • Identify and create new revenue and business opportunities
  • Curate collateral and events for advisor client base
  • Provide market/industry information, education on channel, and feedback

Requirements:

  • Based in the West Coast Region
  • Minimum 3 years internal/hybrid and/or external wholesaling experience
  • Will be required to pass Series 63, 7, and 3
  • Sales driven with strong network building abilities

Note- this position is remote and can be based anywhere on the West Coast

If you meet the qualifications, please apply now