Junior External Wholesaler Job at Leeds Professional Resources, Miami, FL

  • Leeds Professional Resources
  • Miami, FL

Job Description

Exciting opportunity for a junior wholesaler to join an established fund distributor here in Miami. This role will work on a team to development and grow advisor relationships. Strong opportunities for career growth.

Core Responsibilities

  • Maintain face-to-face relationships with financial advisors and broker-dealers
  • Conduct product presentations, branch visits, and seminars
  • Partner with internal wholesalers to track leads and close sales
  • Execute territorial business plans to meet net sales goals
  • Manage travel schedules and entertainment expense budgets

Qualifications & Requirements

  • Bachelor’s degree in finance, business, or marketing preferred
  • 2 to 5 years of financial services experience
  • FINRA Series 7 (or Series 6/63)
  • Bilingual (English/Spanish) preferred

Job Tags

Full time

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