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