Remote Alternative Investment Wholesaler

Job ID: Available for Members

Location: Nationwide

Compensation: Base+commission

Posted: Monday, October 08, 2018

Job Category: Account Management, Financial, Sales

Telecommute Level: Majority

Travel Requirements: Possible Travel

Employment Status: Permanent

Employer Type: Staffing Agency

Career Level: Experienced

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