- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 240000BK ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... potential? This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such… 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… more
- BlackRock (Seattle, WA)
- …+ CIMA or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge ... financial 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 (Princeton, NJ)
- …**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
- MassMutual (Chicago, IL)
- …Qualifications** + Bachelor's Degree + 5+ years of external sales experience at a mutual fund distributor or asset management firm + 1+ years of experience ... clients. We are seeking a Regional Managing Director - US Wealth (External Wholesaler ) MassMutual Investments is a rapidly growing area of the organization. You'll… more
- Janus Henderson Investors (Denver, CO)
- …client support or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- Aegon Asset Management (Denver, CO)
- …retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions, as well as investment ... Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, and Employee Benefits), which are supported by… more
- Principal Financial Group (Houston, TX)
- …all of Louisiana. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships. Accountable ... and independent firms covering our ETF's, Separately Managed Accounts and Mutual Funds. **Other responsibilities will include:** + Develop, recommend and implement… more
- Principal Financial Group (Bozeman, MT)
- …CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for ... within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities. **Other responsibilities will include:** + Develop,… more
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