- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to...meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales … more
- Aegon Asset Management (Denver, CO)
- … by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… more
- BlackRock (Chicago, IL)
- …across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). + ** Sales Analyst** : This is an entry-level ... financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is… more
- Jackson National Life Insurance Company (Nashville, TN)
- …work experience required.** **3+ years of financial services experience or 2+ years sales experience in investments, mutual funds , insurance, or annuities ... sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. +...required.** **6+ months experience as a Senior Internal Wholesaler required for current internal Sales Desk… 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 (MN)
- …degree required (CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Wirehouse ... full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships...all aspects of the client relationship and for driving sales through multiple channels, this role specifically through Wirehouse… more
- Manulife (AL)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive... to engage new and existing clients to drive sales across the entire suite of JHIM investment products.… more
- Manulife (Washington, DC)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive... to engage new and existing clients to drive sales across the entire suite of JHIM investment products.… more
- Equitable (IN)
- …+ FINRA Series 6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required + Willingness to travel 50% ... Regional Vice President (External Wholesaler ) - Indiana "All Distribution Channels" ( 2500008W...new relationships. Responsible for territory management. + Utilize internal sales desk for enhanced customer service. + Follow up… more
- BlackRock (Chicago, IL)
- …CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with ... Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate… more