- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... potential? This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such… more
- BlackRock (MN)
- …5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external ), preferably with Wirehouse Broker-Dealers + Strong financial services ... advisors. Representing a full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships - USWA's mandate is to deliver "One… more
- Manulife (AL)
- …of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across ... offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private… more
- Manulife (Washington, DC)
- …of America's strongest and most recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive sales across ... offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private… more
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + ... years of financial services experience or 2+ years sales experience in investments, mutual funds , insurance, or annuities required.** **6+ months experience as a… more
- Equitable (IN)
- Regional Vice President ( External Wholesaler ) - Indiana "All Distribution Channels" ( 2500008W ) **Primary Location** : UNITED STATES-IN **Organization** : ... Series 6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required + Willingness to travel 50% + Exceptional… more
- Vanguard (Charlotte, NC)
- …+ Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds , ETFs, and other investment solutions. + Client Relationship ... + Certifications: CIMA, CFP, CFA, CAIA. MBA preferred. + Wholesaling experience selling mutual funds and/or ETFs required. + Bachelor's degree in finance,… more
- BlackRock (Chicago, IL)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients...entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). + **Sales… more
- BlackRock (Boston, MA)
- …+ CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver… more
- Jackson National Life Insurance Company (Nashville, TN)
- …work experience required.** **3+ years RIA experience in advisory, investments, mutual funds , insurance, or annuities preferred.** **Experience in marketing ... login to Workday and apply through Jobs Hub._** **Job Purpose** **The RIA External Consultant is responsible for developing and implementing a business plan to… more
- Jackson National Life Insurance Company (Nashville, TN)
- …**Qualifications** **Bachelor's Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or annuities required.** **5+ years of ... and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals,...sales experience in investments, mutual funds , insurance or annuities preferred.** **Prior… more
- Janus Henderson Investors (Denver, CO)
- …+ Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity ... and all employee Happy Hours Must have skills + Knowledge of mutual fund /financial industry products and services + Excellent interpersonal and customer service… more
- T. Rowe Price (Colorado Springs, CO)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented… more
- JPMorgan Chase (Columbus, OH)
- …work towards achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve the… more
- BlackRock (Boston, MA)
- …a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate ... three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships with… more
- BlackRock (Princeton, NJ)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... Francisco) with an expectation of travel varying by role.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving… more
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