RIA Channel External Wholesaler - Remote Growth Consultant

Zacks Investment Management; Illinois; On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based incentive compensation

Supportive team environment

Job summary

Zacks Investment Management is seeking an experienced external wholesaler for the RIA Channel. In this remote position, you will develop partnerships and promote investment solutions to independent RIAs. A Bachelor's degree and 5+ years of financial sales experience, along with required licenses, are necessary.

The role involves extensive travel and collaboration with internal teams to address advisor needs, alongside a competitive salary and performance-based incentives.

Qualifications

• 5+ years of experience as an external wholesaler in financial services.
• Proven track record of wholesaling investment solutions to independent RIAs.
• Strong understanding of portfolio construction and tax management.

Responsibilities

• Develop and execute a business plan to grow assets under management.
• Build and maintain partnerships with independent RIAs and financial advisors.
• Conduct meetings and presentations showcasing investment solutions.
• Identify new business opportunities and provide ongoing support.

Skills

Financial services sales experience

Relationship-building skills

Communication skills

CRM proficiency

Education

Bachelor's degree

Advanced degree preferred

Tools

Salesforce

Microsoft Office

Job description

Zacks Investment Management is seeking an experienced external wholesaler for the RIA Channel. In this remote position, you will develop partnerships and promote investment solutions to independent RIAs. A Bachelor's degree and 5+ years of financial sales experience, along with required licenses, are necessary.

The role involves extensive travel and collaboration with internal teams to address advisor needs, alongside a competitive salary and performance-based incentives.