Regional External Wholesaler - 1099 Contract Role (Commission Only)

Kurv Investment Management; Nashville (TN); Remote; USD 60,000 - 120,000; Full time

Job summary

An innovative firm is seeking entrepreneurial external wholesalers to represent cutting-edge ETFs and drive sales in key metropolitan areas. This exciting role offers the chance to build strong relationships with financial advisors and wealth managers while focusing on tax-efficient investment strategies. With a commission-only compensation structure, the earning potential is significant, allowing you to thrive in a flexible environment. As you achieve milestones, there’s an opportunity to transition to a full-time role with competitive benefits. If you're passionate about financial markets and want to make an impact, this role is perfect for you.

Benefits

Generous Commission Structure

Flexibility in Schedule

Growth Opportunity to Full-Time Role

Opportunities for Retroactive Bonuses

Qualifications

• Proven experience in financial sales, ideally in ETFs or mutual funds.
• Strong understanding of tax-efficient investment strategies.

Responsibilities

• Build relationships with financial advisors and wealth managers.
• Drive sales and educate advisors on innovative investment products.

Skills

Financial Sales

Tax-Efficient Investment Strategies

Networking with Financial Advisors

Self-Starter

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Economics

Tools

ETFs

Mutual Funds

Job description

Regional External Wholesaler - 1099 Contract Role (Commission Only)

Kurv Investment Management is looking for Regional External Wholesaler - 1099 Contract Role (Commission Only) in Nashville, TN.
This local job opportunity with ID 3076013281 is live since 2025-02-14 14:24:09.

About Kurv:

Our mission is to democratize access to tax-efficient, institutional-grade investment strategies and opportunities that, until now, were only available to the largest institutional investors. Created and led by highly experienced investment management professionals with decades of success in the industry, Kurv is making a range of ETF investment options available to investors of all sizes in an easy, cost-effective ETF structure. Find out more at: kurvinvest.com

The Role:

We are seeking entrepreneurial and driven external wholesalers to expand our presence in key metropolitan areas. This role is designed for professionals passionate about financial markets and experienced in representing investment products to financial advisors, RIAs, and family offices.

This is a 1099 independent contractor position with significant earning potential through a commission-only compensation structure.

Location: Seattle, Denver, Dallas, Fort Lauderdale, Orlando, Las Vegas, Nashville, Portland, Boston, Washington D.C.

Key Responsibilities

• Build and nurture strong relationships with financial advisors, RIAs, and wealth managers in your designated region.
• Drive sales and educate advisors on innovative investment products, focusing on tax-efficient, option-based strategies.
• Represent the firm at industry events, conferences, and advisor meetings.
• Collaborate with internal teams to create a tailored strategy for your territory.
• Consistently meet or exceed sales targets and milestones.

Qualifications

• Proven experience in financial sales, ideally in ETFs, mutual funds, or similar investment products.
• Established network of financial advisors and wealth managers.
• Strong understanding of tax-efficient investment strategies and ETF products.
• Self-starter with the ability to thrive in a commission-based environment.
• Series 7 and Series 63 licenses (or the ability to obtain them quickly).
• Bachelor’s degree in Finance, Economics, or a related field preferred.

Why This Opportunity?

• Innovative Products: Represent cutting-edge ETFs that offer income-focused and dynamic tax-aware investment solutions.
• High Earning Potential: Generous commission structure with opportunities for retroactive bonuses.
• Flexibility: Build your territory and manage your schedule as an independent contractor.
• Growth Opportunity: Transition to a full-time role with competitive benefits after achieving milestones.