If you are an internal associate, please login to Workday and apply through My Career. Job Purpose The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 5-8 months after being hired. Essential Responsibilities Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required. Completes assigned projects in a timely manner. Learns Jackson's systems, sales model, and products. Participates in...

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 5-8 months after being hired. Essential Responsibilities Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required. Completes assigned projects in a timely manner. Learns Jackson's systems, sales model, and products. Participates in trainings...

Internal Wholesaler About the role As an Senior Internal Wholesaler at Vanguard, you’ll help financial advisors understand how our investment solutions can support their clients’ long‑term goals. You will play a key role in growing a defined territory, partnering closely with an External Sales Executive to deepen advisor relationships and drive new business. Your work directly supports Vanguard’s mission to give investors the best chance for investment success through clarity, partnership, and a client‑first mindset. What you’ll do Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory. Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions. Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities. Coordinate follow‑up actions across sales executives...

Description Description JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies—equity, fixed income, cash management, currency, asset allocation, and alternative asset classes—allows investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion. Job Summary: As an Internal Client Advisor within our financial advisory team, you will be instrumental in assisting financial advisors to navigate the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will work towards achieving the goals for your territory through successful marketing of our mutual funds, ETFs, and separately managed...

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations. Purpose: Athene is seeking a Regional Vice President / External Wholesaler to grow our presence across the Direct/Independent Broker-Dealer channel in the Southeast Florida territory. In this highly visible sales role, you’ll own territory growth by developing advisor relationships, delivering compelling retirement solutions and partnering with internal sales colleagues to turn market opportunities into results. At Athene, you’ll join a fast-growing retirement services organization with the scale and capabilities of our strategic relationship with Apollo. That combination helps us bring innovative solutions to market while maintaining a culture where...

Summary   The  External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our  Northeast Region, which includes MA, CT, RI, ME, NH & VT .     What You’ll Do    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...

Location Designation:  Fully Remote    About New York Life Investment Management  With over $800 billion in assets under management, NYLIM is a Pensions & Investments ' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm’s global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life. Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing. More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution. Job Title: RIA External Advisor Consultant   Location Designation: Fully Remote   New York Life Investments is...

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the Department Franklin Templeton is seeking a VP Regional Sales (External Wholesaler) to join the Retail Sales team. This team is at the forefront of connecting advisors and their clients with the full breadth of our global investment capabilities. Spanning traditional asset management, alternatives, and wealth solutions, our platform gives sales...

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This RVP role will cover the territory of Northern California to include Fresno and all of Nevada for our Corporate/Private Sector clients. Living within the NorCal territory is strongly preferred. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about...