A leading NYC-based investment firm is seeking an External Wholesaler to cover the Houston territory.
Responsibilities:
- Present and promote the Firm's products
- Develop relationships with advisors to collaborate and strategize on the best sales practices
- Pursue outreach with potential new clients
- Liase between financial advisors and firm to communicate new sales and investment strategies, as well as market intel
Skills and Qualifications
- Bachelor's degree required
- FINRA Series 6 and 63 required
- 6+ years' experience in related work, specifically in alternative investments and sales
- Knowledge of the current market and private wealth distribution process