ETF Growth Partner for Financial Advisors

Zacks Investment Management

Illinois

On-site

USD 90,000 - 130,000

Full time

14 days+
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Benefits offered by this job

Opportunity for competitive compensation
Supportive team environment
Back-office sales and marketing resources

Job summary

A leading investment management firm in the United States is seeking an experienced ETF External Wholesaler to drive growth in ETF sales. You will be responsible for developing a business plan, maintaining relationships with financial advisors, and delivering educational presentations on ETF strategies. The ideal candidate has over 5 years of wholesaling experience and holds Series 7 and 66 licenses. Join a supportive environment known for its commitment to innovative investment solutions and competitive compensation.

Qualifications

  • 5+ years of wholesaling experience, hybrid & internals will be considered.
  • Strong presentation, communication, and organizational skills.
  • Self-motivated with a proven track record of meeting or exceeding sales goals.

Responsibilities

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

Skills

Wholesaling experience
Established relationships with financial advisors
Presentation skills
Communication skills
Organizational skills

Education

Series 7 and 66 licenses

Job description

A leading investment management firm in the United States is seeking an experienced ETF External Wholesaler to drive growth in ETF sales. You will be responsible for developing a business plan, maintaining relationships with financial advisors, and delivering educational presentations on ETF strategies. The ideal candidate has over 5 years of wholesaling experience and holds Series 7 and 66 licenses. Join a supportive environment known for its commitment to innovative investment solutions and competitive compensation.
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