Mid-Atlantic External Wholesaler: Drive Advisory Growth

Tech Sales Jobs; Washington (District of Columbia); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Health savings account option

401(k) & other retirement benefits

Paid maternity leave

Paid paternity leave

Commuter benefits

Disability insurance

Paid time off

Job summary

Potomac is hiring an External Wholesaler for the Mid-Atlantic region to support and grow our tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. Travel within VA, MD, DC, and beyond is required.

The role focuses on developing a business plan with an internal wholesaler, meeting sales goals, and presenting tailored investment solutions. Base salary ranges from $85K to $100K, with monthly commissions.

Qualifications

• Must have: SIE, Series 7, and 63/65 or 66.
• Minimum of 2 years as an external wholesaler or 3 years as an internal wholesaler with relationships in territory.
• Demonstrated ability to make successful sales presentations.
• Self-driven and 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 meet 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

Series 7

Licenses: 63/65 or 66

Education

Bachelor’s degree or equivalent

Job description

Potomac is hiring an External Wholesaler for the Mid-Atlantic region to support and grow our tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. Travel within VA, MD, DC, and beyond is required.

The role focuses on developing a business plan with an internal wholesaler, meeting sales goals, and presenting tailored investment solutions. Base salary ranges from $85K to $100K, with monthly commissions.