Regional External Wholesaler – 1099 Contract Role (Commission Only)

Kurv Investment Management; San Francisco (CA); Remote; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking entrepreneurial external wholesalers to expand their reach in key metropolitan areas. This role offers a unique opportunity to represent cutting-edge ETF investment products and engage with financial advisors, RIAs, and family offices. With a commission-only compensation structure, the potential for high earnings is significant. Enjoy the flexibility of managing your own territory and schedule while contributing to a mission that democratizes access to tax-efficient investment strategies. If you are passionate about financial markets and ready to make an impact, this position could be your next big step.

Benefits

High Earning Potential

Flexible Schedule

Growth Opportunity

Generous Commission Structure

Qualifications

• Experience in financial sales, especially with ETFs or mutual funds.
• Strong network of financial advisors and wealth managers.

Responsibilities

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

Skills

Financial Sales Experience

Understanding of Tax-Efficient Investment Strategies

Networking with Financial Advisors

Self-Starter

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Economics

Tools

Series 7 License

Series 63 License

Job description

Regional External Wholesaler – 1099 Contract Role (Commission Only)

1 week ago Be among the first 25 applicants

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.

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 required.
• 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.

Seniority Level: Director

Employment Type: Contract

Job Function: Financial Services and Technology, Information and Media