Remote 1099 Tax & Wealth Solutions Wholesaler
Exemplar Companies Inc.
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Benefits offered by this job
Job summary
Exemplar Companies is seeking an experienced Registered Representative – Tax & Wealth Solutions Wholesaler to develop relationships with financial professionals and build a book of business. This entrepreneurial 1099 opportunity lets you leverage a multidisciplinary platform to offer tax planning, wealth management, and investment strategies to business owners and high-net-worth individuals.
The role focuses on education of CPAs, tax professionals, RIAs, and broker-dealers, and requires travel
Qualifications
- Experience in investment sales or wealth management.
- Proven ability to build relationships with professional networks.
- Willingness to travel for advisor meetings and events.
Responsibilities
- Develop territory and business development plans for tax-efficient wealth solutions.
- Build relationships with CPAs, tax advisors, financial advisors, RIAs, and broker-dealers.
- Identify opportunities combining investment, wealth, insurance, and tax strategies.
- Educate partners on investment offerings and tax considerations.
- Conduct advisor meetings, presentations, and events.
- Maintain CRM activity and pipeline records.
- Represent Exemplar at industry conferences and networking events.
- Collaborate with cross-disciplinary professionals to identify cross-sell opportunities.
Skills
Education
Job description
Exemplar Companies is seeking an experienced Registered Representative – Tax & Wealth Solutions Wholesaler to develop relationships with financial professionals and build a book of business. This entrepreneurial 1099 opportunity lets you leverage a multidisciplinary platform to offer tax planning, wealth management, and investment strategies to business owners and high-net-worth individuals.
The role focuses on education of CPAs, tax professionals, RIAs, and broker-dealers, and requires travel
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