Job Summary

A staffing agency is searching for a person to fill their position for a Remote Alternative Investment Wholesaler.

Must be able to:

• Manage key account relationships and identify new strategic markets
• Develop relationships with registered investment advisors
• Support senior management in closing complicated investment transactions

Required Skills:

• Must be comfortable phoning/e-mailing prospects and approaching people at industry functions
• FINRA Series 3 required within two months of hire date if not already held
• Prior RIA wholesaling experience and mastery of marketing fundamentals
• Series 30 would also be required if working remotely
• Degree, preferably in finance/marketing