ETF External Wholesaler: Grow Advisor Relationships & Assets

Zacks Investment Management; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Incentive opportunities

Supportive team environment

Robust internal wholesaling and marketing support

Job summary

A leading investment management firm is seeking an experienced ETF External Wholesaler to raise and retain assets by promoting ETF strategies to financial advisors. The ideal candidate will have 3+ years of wholesaling experience, strong communication skills, and hold the necessary licenses. You will develop business plans to grow ETF sales, build relationships with clients, and collaborate across teams. This full-time position offers a competitive salary and a supportive team environment in San Francisco.

Qualifications

• 3+ years of wholesaling experience (hybrid & internals will be considered).
• Established relationships with financial advisors.
• Self-motivated with a proven track record of meeting or exceeding sales goals.

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 to support business development efforts.
• Maintain a deep understanding of Zacks’ ETF lineup and industry trends.

Skills

Wholesaling experience

Communication skills

Presentation skills

Organization skills

Sales goal achievement

Education

Series 7 and 66 licenses

Job description

A leading investment management firm is seeking an experienced ETF External Wholesaler to raise and retain assets by promoting ETF strategies to financial advisors. The ideal candidate will have 3+ years of wholesaling experience, strong communication skills, and hold the necessary licenses. You will develop business plans to grow ETF sales, build relationships with clients, and collaborate across teams. This full-time position offers a competitive salary and a supportive team environment in San Francisco.