Mutual Fund Wholesaler

Mutual Fund Wholesaler

Job Description

  • Looking for distributer to advertise three common assets. With an emphasis on the Floating Rate Fund.
  • Develop associations with Registered Investment Advisors (RIAs), budgetary organizers, family workplaces, agent/sellers, specialists, and other institutional customers all through a 5 state region.
  • Selling understandings: JP Morgan, RW Baird, Credit Suisse, LPL, Royal Alliance, among numerous others.
  • Pacific Northwest: (OR,WA,AK,ID,MT,WY,ND,SD,NE)
  • Accomplish deals targets
  • Resolve client request.

  • Arrangement 6 or 7 and Series 63 or 65
  • Solid PC abilities
  • Microsoft 365 an or more

Company Profile:

Salary: Not disclosed

Industry: Banking(Investment/Retail banking)

Functional Area: Account and Finance

Role Category:

Employment Type: Full time