Remote Wealth Management Internal Wholesaler I

Location: Nationwide
Compensation: Salary
Staff Reviewed: Tue, Nov 22, 2022
This job expires in: 21 days

Job Summary

A financial services company is searching for a person to fill their position for a Remote Wealth Management Internal Wholesaler I.

Core Responsibilities of this position include:

  • Assisting in the firm’s transformation efforts to help branch teams AND home office
  • Establishing relationships with Financial Advisors
  • Developing the ability to apply and integrate goals-based advice / financial planning proven practices

Qualifications Include:

  • Bachelor’s degree required
  • Minimum 1 year experience within financial services industry or internal wholesaling
  • Completion of Series 7 and Series 66 within 6 months
  • Knowledge of Financial Planning principals, technology, products, and solutions is ideal
  • Previous experience in training, coaching, and / or consultation is a benefit

COMPLETE JOB DESCRIPTION

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