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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.