Potomac · 1 day ago
Internal Wholesaler
Bethesda, MD
Full-time
Onsite
Entry, Mid Level
$60K/yr - $70K/yr
1+ years expPotomac is a boutique tactical asset manager that serves the independent broker-dealer and RIA channel. As an Internal Wholesaler, you will partner with external wholesalers to build relationships with financial advisors, drive sales, and develop business strategies.
AdviceFinancial ServicesWealth Management
Hiring Manager
Michael Heavey
Responsibilities
Conduct proactive outreach to advisors, promoting our products and driving sales
Build and deepen relationships with financial advisors
Collaborate with external wholesalers to meet regional goals
Provide solutions that help advisors deliver exceptional results for their clients
Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches
Effectively manage HubSpot CRM information and advisor profiles
Qualification
Required
Must have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66
Bachelor's degree or equivalent experience
Preferred
1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts)
Benefits
401(k) & other retirement benefits
Health, vision, & dental insurance
Health savings account option
Paid time off
Commuter benefits
Disability insurance
Parental leave
Company
Potomac
Our mission is to empower Financial Advisors like you with the confidence to aim higher, grow faster, and explore further.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Manish Khatta
CEO / CIO
Daniel Torzala
Chief Technology Officer
Recent News
2022-03-30
Company data provided by crunchbase