Remote RIA Channel External Wholesaler

Zacks Investment Management; Cleveland (OH); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Performance-based incentive compensation

Supportive team environment

Opportunity for uncapped bonuses

Job summary

A financial services firm in Cleveland is seeking an experienced external wholesaler to enhance its RIA Channel. The role involves building partnerships with independent RIAs, conducting meetings to showcase investment solutions, and developing a strategic business plan to grow assets under management. Candidates must have 5+ years in financial sales, the required licenses, and excellent communication skills. The position offers a competitive salary with performance incentives and the chance to work with a respected, research-focused team.

Qualifications

• 5+ years of experience as an external wholesaler in financial services.
• Series 7 and Series 66 (or 63 & 65) licenses required.
• Self-motivated and comfortable working independently.

Responsibilities

• Develop and execute a comprehensive business plan.
• Build and maintain long-term partnerships with independent RIAs.
• Conduct in-person and virtual meetings to showcase offerings.
• Identify new business opportunities and deepen existing relationships.

Skills

Financial services sales experience

Strong communication skills

Relationship-building

Consultative selling

Proficiency with CRM systems

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

A financial services firm in Cleveland is seeking an experienced external wholesaler to enhance its RIA Channel. The role involves building partnerships with independent RIAs, conducting meetings to showcase investment solutions, and developing a strategic business plan to grow assets under management. Candidates must have 5+ years in financial sales, the required licenses, and excellent communication skills. The position offers a competitive salary with performance incentives and the chance to work with a respected, research-focused team.