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Zacks Investment Management · 1 day ago

ETF External Wholesaler

Atlanta Metro

Full-time

Hybrid

Mid Level

3+ years exp

Zacks Investment Management is a leading provider of investment strategies and research-driven portfolio solutions. They are seeking an experienced ETF External Wholesaler to raise and retain assets by promoting Zacks’ ETF strategies to financial advisors in a designated territory.

Asset ManagementFinancial ServicesInformation TechnologyRetirement

Growth Opportunities

Responsibilities

Develop and execute a business plan to grow ETF sales in assigned territory

Build and maintain relationships with financial advisors, home office personnel, and institutional clients

Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions

Collaborate with internal partners, including Internal Wholesalers and Marketing, to support business development efforts

Maintain a deep understanding of Zacks’ ETF lineup, competitive positioning, and industry trends

Qualification

Wholesaling experienceFinancial advisor relationshipsSeries 7 licenseSeries 66 licenseSales goals achievementPresentation skillsCommunication skillsOrganizational skills