Mid-Atlantic External Wholesaler: Drive Advisor Growth

Potomac; Baltimore (MD); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Health savings account option

401(k) & other retirement benefits

Paid maternity leave

Paid paternity leave

Disability insurance

Paid time off

Job summary

Potomac, a boutique tactical asset manager headquartered in Bethesda, MD, is hiring an External Wholesaler for the Mid-Atlantic region to support and grow its tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We’re hiring for this position in our Mid-Atlantic Region.

You will travel for 1:1 and group meetings, build a business plan with an internal wholesaler, and meet sales goals.

Qualifications

• Must have SIE, Series 7, and 63/65 or 66.
• Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years as top internal wholesaler with existing relationships in the assigned territory.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-driven and resourceful able to manage territory budget and operate autonomously.
• Bachelor’s degree or equivalent work experience.

Responsibilities

• Represent Potomac and distribute all Potomac products and services within the assigned territory.
• Travel within the territory to conduct 1:1 and group face to face meetings and presentations.
• Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives.
• Identify advisor needs through a consultative sales process and provide tailored investment solutions.
• Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).
• Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements.

Skills

SIE license

Series 7

63/65 or 66

Education

Bachelor’s degree or equivalent

Job description

Potomac, a boutique tactical asset manager headquartered in Bethesda, MD, is hiring an External Wholesaler for the Mid-Atlantic region to support and grow its tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We’re hiring for this position in our Mid-Atlantic Region.

You will travel for 1:1 and group meetings, build a business plan with an internal wholesaler, and meet sales goals.