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Reposted 8 Hours AgoSaved
Remote
California, USA
Mid level
Mid level
Fintech • Insurance • Financial Services
The External Wholesaler is responsible for sales growth through client engagement, building relationships, and providing product information across investment offerings.
Reposted 14 Hours AgoSaved
Remote
California, USA
Mid level
Mid level
Fintech • Insurance • Financial Services
The External Wholesaler is responsible for driving sales of investment products by engaging clients and financial advisors, managing relationships, and representing the company at events.
Top Skills: 529 PlansDcioEtfsMutual FundsPrivate PlacementSalesforceSmasUcits
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