Job Summary

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

Must be able to:

• Manage key account relationships
• Support senior management in closing complicated investment transactions
• Develop relationships with registered investment advisors

Skills and Requirements Include:

• Must be comfortable phoning/e-mailing prospects and approaching people at industry functions
• Degree
• Prior RIA wholesaling experience and mastery of marketing fundamentals
• FINRA Series 3 required within two months of hire date if not already held
• Series 30 would also be required if working remotely
• Must be able to use CRM software to fulfill business and NFA compliance