Junior External Wholesaler

Posted 4 days ago

leeds professional resourcesMiami (FL)

Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Exciting opportunity for a junior wholesaler to join an established fund distributor here in Miami. This role will work on a team to development and grow advisor relationships. Strong opportunities for career growth.

Core Responsibilities:

Maintain face-to-face relationships with financial advisors and broker-dealers
Conduct product presentations, branch visits, and seminars
Partner with internal wholesalers to track leads and close sales
Execute territorial business plans to meet net sales goals
Manage travel schedules and entertainment expense budgets

Qualifications & Requirements: Bachelor’s degree in finance, business, or marketing preferred2 to 5 years of financial services experienceFINRA Series 7 (or Series 6/63) Bilingual (English/Spanish) preferred

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