Internal Wholesaler – Grow Advisor Relationships

NexPoint Capital, Inc; Dallas, Northern (TX, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance (no employee premiums

401(k) plan with employer match

Equal Opportunity Employer

Job summary

NexPoint Securities is hiring an entrepreneurially minded Internal Wholesaler to build and deepen financial advisor relationships across Wirehouse, Independent Broker/Dealer, and RIA channels. You will sell mutual funds and NexPoint’s registered products, establishing credibility with advisors and promoting the NexPoint family of funds.

Responsibilities include proactive outreach, sales presentations, portfolio analyses using Zephyr and Morningstar, and collaboration with Regional Sales

Qualifications

• 1–3+ years of professional experience.
• Bachelor's degree in Finance, Business, Marketing, Communications or related field.
• Must hold Series 7 and 63 licenses.

Responsibilities

• Establish new relationships and deepen existing relationships with financial advisors.
• Follow up with advisors to advance the sales process.
• Construct portfolio and mutual fund analyses using Zephyr and Morningstar.
• Meet client expectations to increase partnerships.
• Partner with Regional Sales Directors on territory management.
• Provide resources to advisors for NexPoint investment strategies.
• Participate in cross-department projects and industry training.
• Establish credibility and build rapport with clients.

Skills

Entrepreneurial mindset

Multitasking

Strong communication

Self-starter

Team player

Detail oriented

Education

Bachelor's degree in Finance/Business/Marketing/Communications

Tools

Zephyr

Morningstar

MS Office

Job description

NexPoint Securities is hiring an entrepreneurially minded Internal Wholesaler to build and deepen financial advisor relationships across Wirehouse, Independent Broker/Dealer, and RIA channels. You will sell mutual funds and NexPoint’s registered products, establishing credibility with advisors and promoting the NexPoint family of funds.

Responsibilities include proactive outreach, sales presentations, portfolio analyses using Zephyr and Morningstar, and collaboration with Regional Sales