Potomac · 1 day ago
External Wholesaler - Mid-Atlantic
United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expPotomac is a boutique tactical asset manager headquartered in Bethesda, MD, seeking an External Wholesaler to support and grow their tactical investment strategies and mutual fund business with financial advisors. The role involves representing Potomac's products, managing territory sales goals, and building relationships with business partners within the Mid-Atlantic Region.
AdviceFinancial ServicesWealth Management
Responsibilities
Represent Potomac and distribute all Potomac products and services within the assigned territory
Travel within the territory to conduct 1:1 and group face to face meetings and presentations
Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives
Identify advisor needs through a consultative sales process and provide tailored investment solutions
Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders)
Manage administrative responsibilities according to company policies including travel and expenses, CRM updates, calendar and schedules, conference call participation, email retention, continuing education, and other requirements
Qualification
Required
Must have: SIE, Series 7, and either 63 & 65 or 66
Minimum of 2 years of experience as an external wholesaler selling mutual funds, SMAs ETFs or VAs, or 3 years of experience as top internal wholesaler with existing relationships in the assigned territory
Demonstrated ability to make successful and dynamic sales presentations
Self-driven and resourceful able to manage territory budget and operate autonomously
Bachelor's degree or equivalent work experience
Preferred
Have established relationships within the assigned territory
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