Remote External Wholesaler for FinTech Advisor Partnerships
Social Leverage
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Benefits offered by this job
Job summary
Social Leverage is hiring an External Wholesaler to strengthen relationships with financial advisors and RIA firms. This remote role allows you to become a trusted partner, guiding advisors in understanding and utilizing innovative financial products.
You will lead onboarding, collaborate with cross-functional teams, and be integral in enhancing the advisor and customer experience. Ideal candidates have experience in wholesaling financial products, excellent communication skills, and a strong product mindset.
Qualifications
- 3-10 years of experience as a wholesaler in financial products or advisor solutions.
- Comfortable working cross-functionally in a fast-moving startup environment.
- Experience in launching and iterating on new products is a plus.
Responsibilities
- Serve as the primary point of contact for financial advisors and RIA firms.
- Guide new advisors through products, processes, and platforms.
- Collaborate with product and operations teams to improve overall experience.
Skills
Education
Job description
Social Leverage is hiring an External Wholesaler to strengthen relationships with financial advisors and RIA firms. This remote role allows you to become a trusted partner, guiding advisors in understanding and utilizing innovative financial products.
You will lead onboarding, collaborate with cross-functional teams, and be integral in enhancing the advisor and customer experience. Ideal candidates have experience in wholesaling financial products, excellent communication skills, and a strong product mindset.
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