External Wholesaler: Financial Advisor Relations (Hybrid)

Riverside Group; Chicago (IL); Hybride; USD 150 000 - 350 000; Plein temps

Résumé du poste

Riverside Group in Chicago, IL is seeking an External Wholesaler to develop and nurture relationships with financial advisors and other intermediaries. This hybrid, full-time role will promote Riverside Group’s accounting, tax, and advisory services while meeting with clients both in person and virtually.

You will prospect new business, conduct meetings and presentations, prepare proposals, and coordinate with internal teams to align client needs with firm capabilities.

Qualifications

• Experience in financial services or asset management sales.
• Strong communication, presentation, and interpersonal skills.
• Hybrid work and travel as needed in the Greater Chicago area.
• Bachelor’s degree or equivalent practical experience.
• Familiarity with tax considerations for individuals, businesses and RIAs is beneficial.

Responsabilités

• Prospect new business and develop relationships with financial advisors.
• Conduct sales meetings and presentations (in-person and virtual).
• Prepare proposals and follow up on leads to drive revenue growth.
• Collaborate with internal teams to align client needs with firm capabilities.
• Monitor market trends and contribute to business planning initiatives.

Connaissances

Wholesale and Sales

Finance and Investments

Business Planning

Formation

Bachelor’s degree in Finance, Accounting, Business, or related field

Description du poste

Riverside Group in Chicago, IL is seeking an External Wholesaler to develop and nurture relationships with financial advisors and other intermediaries. This hybrid, full-time role will promote Riverside Group’s accounting, tax, and advisory services while meeting with clients both in person and virtually.

You will prospect new business, conduct meetings and presentations, prepare proposals, and coordinate with internal teams to align client needs with firm capabilities.