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Ria, External Wholesaler jobs

Viewing 1 - 10 of 21 jobs

  • External Wholesalers

    Revenueshares Etfs - Philadelphia, PA

    RevenueShares is seeking an experienced Wholesaler in (California, Texas, Georgia, and Ohio). The selected candidate will be responsible for sales of our exchange traded funds with financial professionals in the region. We are seeking...

    28 days ago from OneWire

  • Sales Director (RIA / Bank Trust Channel) - Wealth Management

    Legg Mason - Baltimore, MD

    Sales Directors are part of a wholesaling team, managing an RIA territory. Sales Directors align with Regional Directors ... per month) *Key words: asset management, RIA, Bank Trust, Wholesaler, external, business development, wealth...

    4 days ago from Legg Mason

  • AM - Funds - Internal Client Advisor (RIA), Associate

    JPMorgan Chase - New York City, NY

    sales team. The position requires accountability to an external salesperson covering the corresponding region from ... and unique JPM market insights Partner with 1 field wholesaler, with responsibilities including advisor...

    13 days ago from JPMorgan Chase & Co

  • RIA Investment Consultant

    Diversified Investment Firm - Naperville, IL

    of that territory s VP, Investment Consultant (external wholesaler). This position is also responsible for ... existing relationships with registered investment advisors (RIA s) and analysts to increase both our value added support...

    6 days ago from IvyExec

  • Regional Consultant, Institutional Advisory Services

    New York Life Insurance Co - Atlanta, GA

    for methodology The External Wholesaler is responsible for representing New York Life/Mainstay investment solutions (mut ... services industry as a wholesaler - multiple products and channels strongly preferred. • Minimum of two years...

    5 days ago from New York Life Insurance Co

  • Reg'l Pension Sales Mgr SF

    Nationwide Insurance - Georgia

    experience. Investment Professional, internal or external wholesaler, field servicing, or other relationship management role in the financial services industry. Retirement plan industry experience is preferred. Knowledge: College-level...

    5 days ago from Nationwide Insurance

  • Southeast Regional Vice President of Sales

    Meeder Investment Management - Dublin, OH

    • Knowledge of Independent RIA and B/D’s proprietary platforms, and competition • Present at seminars and training sessi ... External Wholesaler • NASD Series 6 or 7 licensed, 65 preferred • Proficient in Salesforce, Microsoft Excel, Word...

    15 days ago from ZipRecruiter

  • Associate Wealth Partner - Apply Now

    Shi - Minneapolis, MN

    Experience – 3 - 5 years of related work experience in an RIA or similar planning-focused environment. Target Location - ... internal coordination with Wealth Partners and with external vendors and client advisors. Emphasis in the position...

    3 days ago from SHI

  • Tax Analyst - Worldwide Tax Reporting

    Amazon - Seattle, WA

    • Prepare analytics that are communicated to external auditors and finance management team Basic Qualifications • 3+ years of direct tax experience including relevant experience with income tax compliance/reporting • BA/BS in accounting or...

    9 days ago from

  • Investment Strategist / Portfolio Manager

    Mariner Holdings - Madison, NJ

    existing and prospective investors (including the RIA community) via presentations, shareholder letters, e-mails, speaking engagements, and articles Managerial/Entrepreneurial: Assisting with overall strategy and vision of the firm...

    13 days ago from Mariner Holdings, LLC

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