Job Summary

A staffing agency has a current position open for a Remote Alternative Investment Wholesaler.

Core Responsibilities of this position include:

• Managing key account relationships and identify new strategic markets/business partners
• Developing relationships with registered investment advisors
• Raising assets from various investors

Required Skills:

• FINRA Series 3 required within two months of hire date if not already held
• Series 30 would also be required if working remotely
• Degree, preferably in finance/marketing
• Prior RIA wholesaling experience and mastery of marketing fundamentals
• Must be able to use CRM software to fulfill business and NFA compliance requirements