Mid-Atlantic External Wholesaler – Investment Solutions

Potomac; Virginia; Sur place; USD 85 000 - 100 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Vision insurance

Dental insurance

401(k) & retirement benefits

Commuter benefits

Paid time off

Paid maternity leave

Paid paternity leave

Disability insurance

Résumé du poste

Potomac is seeking an External Wholesaler to grow our tactical investment strategies and mutual fund business with financial advisors in the Independent Broker-Dealer and RIA channel. This role covers the Mid-Atlantic Region and requires travel for face-to-face meetings and presentations.

You'll partner with an internal wholesaler to develop a business plan, manage the territory, and meet regional sales goals. A hunter mentality, relationship skills, and regulatory awareness are essential.

Qualifications

• Must have: SIE, Series 7, and either 63 & 65 or 66.
• Minimum of 2 years as external wholesaler or 3 years internal wholesaler with relationships.
• Demonstrated ability to make successful and dynamic sales presentations.
• Self-driven and resourceful to manage territory budget and autonomy.
• Bachelor's degree or equivalent work experience.

Responsabilités

• Represent Potomac and distribute all Potomac products within the assigned territory.
• Travel within the territory for 1:1 and group meetings and presentations.
• Partner with an internal wholesaler to develop a business plan and manage the territory.
• Identify advisor needs and provide tailored investment solutions.
• Build and maintain relationships with internal and external partners.
• Manage administrative responsibilities including travel, CRM updates, and schedules.

Connaissances

Sales experience

Relationship building

Presentation skills

Formation

SIE

Series 7

63/65 or 66

Bachelor's degree or equivalent

Description du poste

Potomac is seeking an External Wholesaler to grow our tactical investment strategies and mutual fund business with financial advisors in the Independent Broker-Dealer and RIA channel. This role covers the Mid-Atlantic Region and requires travel for face-to-face meetings and presentations.

You'll partner with an internal wholesaler to develop a business plan, manage the territory, and meet regional sales goals. A hunter mentality, relationship skills, and regulatory awareness are essential.