Kurv Investment Management · 2 weeks ago
Regional External Wholesaler – 1099 Contract Role (Commission Only)
United States
Contract
Remote
Mid, Senior LevelKurv Investment Management is focused on democratizing access to tax-efficient, institutional-grade investment strategies. They are seeking entrepreneurial external wholesalers to expand their presence and represent innovative investment products to financial advisors, RIAs, and family offices.
AdviceAsset ManagementFinancial Services
Responsibilities
Build and nurture strong relationships with financial advisors, RIAs, and wealth managers in your designated region
Drive sales and educate advisors on innovative investment products, focusing on tax-efficient, option-based strategies
Represent the firm at industry events, conferences, and advisor meetings
Collaborate with internal teams to create a tailored strategy for your territory
Consistently meet or exceed sales targets and milestones
Qualification
Required
Proven experience in financial sales, ideally in ETFs, mutual funds, or similar investment products
Established network of financial advisors and wealth managers
Strong understanding of tax-efficient investment strategies and ETF products
Self-starter with the ability to thrive in a commission-based environment
Series 7 and Series 63 licenses required
Preferred
Bachelor's degree in Finance, Economics, or a related field
Benefits
Generous commission structure with opportunities for retroactive bonuses
Flexibility: Build your territory and manage your schedule as an independent contractor
Growth Opportunity: Transition to a full-time role with competitive benefits after achieving milestones
Company
Kurv Investment Management
Kurv Investment Management is an investment management firm that provides advisory, structuring, and managing ETF solutions to investors.
Founded in 2022
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Reese Lackey
Chief Marketing Officer
Company data provided by crunchbase