- Equitable (Charlotte, NC)
- Hybrid Wholesaler - Mutual Funds (Based...RVP will be responsible for driving growth of 1290 Fund sales in their assigned region. You will work ... Equitable is looking for a Regional Vice President (Hybrid Wholesaler ) to join our 1290 Funds team....Candidate must be able to identify, create and implement fund sales opportunities. + The candidate will be responsible… more
- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as well as visibility of Transamerica's… more
- BlackRock (San Francisco, CA)
- …**Qualifications:** + BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63 & ... at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory (USWA) team. Our USWA… more
- Equitable (WI)
- …+ FINRA Series 6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required + Willingness to travel 50% + Exceptional ... Regional Vice President (External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3 ) **Primary Location** : UNITED STATES-WI **Organization** :… more
- BlackRock (CO)
- …+ CIMA or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge ... advisors. Representing a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs, USWA's mandate is to deliver One BlackRock to… more
- BlackRock (San Francisco, CA)
- …CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver… more
- Aegon Asset Management (Denver, CO)
- …proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to ... reps in a timely manner + Provides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers. Qualifications + High School education or GED equivalent… more
- BlackRock (New York, NY)
- …CFP, CFA or MBA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge ... of investment trends and advisor practices (fixed income or factor/quantitative investing knowledge a plus) + Exceptional verbal and written communication skills + Strong territory management skills, including profiling and resource deployment + NASD Series 7… more
- JPMorgan Chase (Columbus, OH)
- …will strive to meet the goals for your territory by successfully marketing our mutual funds , ETFs, and separately managed accounts. This role is most rewarding ... Internal Client Advisor. **Job Summary:** As an Internal Client Advisor (internal wholesaler ), you will assist financial advisors in navigating the complexities of… more
- Jackson National Life Insurance Company (Nashville, TN)
- …**Qualifications** **Bachelor's Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or annuities required.** **5+ years of ... and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals,...sales experience in investments, mutual funds , insurance or annuities preferred.** **Prior… more
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed to achieve the… more