Hybrid IAR & Internal Wholesaler - Growth & Client Impact

4Thought Financial Group, Inc.; Syosset (NY); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance coverage

401(K) plan with employer match

15 days paid time off

Job summary

4Thought Financial Group, Inc. in Syosset, NY is seeking an Internal Wholesaler and Investment Adviser Representative to provide advisory services and manage client relationships. This role involves working hybrid and focuses on developing both personal and institutional investment relations.

The ideal candidate will support senior advisors, engage in proactive client communication, and utilize digital marketing tools to develop new business relationships. The position offers a competitive salary plus bonus and significant career growth opportunities.

Qualifications

• Minimum of 2 years experience in financial services, 4+ years preferred.
• Experience as a financial advisor or in financial product sales required.
• Series 65/66 Investment Advisory License required.
• Must have or obtain Life Insurance License.

Responsibilities

• Serve and advise retail client investment advisory and financial planning relationships.
• Market and sell SMA services to RIA/advisor clients.
• Manage inbound client requests and perform proactive communication.

Skills

Digital marketing skills

Phone sales skills

Client relationship management

Education

Bachelor’s Degree

Graduate Degree/MBA preferred

Tools

Financial planning techniques

Separately Managed Account strategies

Job description

4Thought Financial Group, Inc. in Syosset, NY is seeking an Internal Wholesaler and Investment Adviser Representative to provide advisory services and manage client relationships. This role involves working hybrid and focuses on developing both personal and institutional investment relations.

The ideal candidate will support senior advisors, engage in proactive client communication, and utilize digital marketing tools to develop new business relationships. The position offers a competitive salary plus bonus and significant career growth opportunities.