ETF External Wholesaler

Zacks Investment Management; United States; On-site; USD 40,000 - 131,299; Full time

Benefits offered by this job

Competitive compensation package

Incentive opportunities

Supportive team environment

Job summary

A leading investment management firm is seeking an experienced ETF External Wholesaler to drive sales and build relationships within the San Diego Metropolitan Area. Candidates should have 3+ years of wholesaling experience, strong presentation skills, and necessary licenses. The role offers a competitive compensation package and a supportive team environment focused on advisor success.

Qualifications

• 3+ years of wholesaling experience, hybrid & internals accepted.
• Established relationships with financial advisors.
• Proven track record of meeting or exceeding sales goals.

Responsibilities

• Develop business plan to grow ETF sales.
• Build relationships with financial advisors and clients.
• Deliver educational presentations on Zacks ETFs.
• Collaborate with internal partners to support development.
• Maintain understanding of ETF lineup and market trends.

Skills

Wholesaling experience

Relationship building

Presentation skills

Communication skills

Organizational skills

Self-motivation

Education

Series 7 and 66 licenses

Job description

Position Summary

We are seeking an experienced and driven ETF External Wholesaler to join our growing team. This individual will be responsible for raising and retaining assets within a designated territory by promoting Zacks’ ETF strategies to financial advisors.

Key Responsibilities

• Develop and execute a business plan to grow ETF sales in assigned territory
• Build and maintain relationships with financial advisors, home office personnel, and institutional clients
• Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions
• Collaborate with internal partners, including Internal Wholesalers and Marketing, to support business development efforts
• Maintain a deep understanding of Zacks’ ETF lineup, competitive positioning, and industry trends

Qualifications

• 3+ years of wholesaling experience (hybrid & internals will be considered)
• Established relationships with financial advisors
• Strong presentation, communication, and organizational skills
• Self‑motivated with a proven track record of meeting or exceeding sales goals
• Series 7 and 66 (or equivalent) licenses required

Why Join Zacks Investment Management?

• Opportunity to represent research‑driven, innovative ETF strategies
• Competitive compensation package with incentive opportunities
• Supportive team environment with robust internal wholesaling and marketing support
• Join a firm known for its quantitative research and commitment to advisor success

Who is Zacks

The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978, is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages over $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Location: San Diego Metropolitan Area

Salary: $40,000.00‑$131,299.00

Posting date: 5 days ago