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HRC Financial Group

HRC Financial Group specializes in bringing investment products and services to the financial industry’s investment advisors, institutions and consultants. Founded in 2003, HRC represents a carefully selected group of money managers across the asset allocation spectrum. Through our wide range of contacts in the industry, HRC has a keen perspective not only on existing allocations but also on identifying emerging investment strategies. We are valued by our clients as a resource to identify asset managers within specific areas of interest. HRC Financial Group specializes in the creation and marketing of registered investment companies, SMAs, and alternative investments that seek to meet unfulfilled or under-served needs in the marketplace, and introducing them to the financial industry’s financial advisers, institutions and consultants. HRC’s marketing and sales efforts are focused on the major wire house platforms as well as the major RIA and independent broker/dealer platforms. The HRC Financial Group of companies consists of HRC Fund Associates, LLC, Member FINRA/SIPC; HRC Portfolio Solutions, LLC, and Liberty Street Advisors, Inc., a SEC Registered Investment Adviser. For more information please visit us at www.hrcfinancialgroup.com, www.libertystreetfunds.com, & www.privatesharesfund.com

Jul 24, 2026
Full time
Internal Wholesaler
$90,000 - $125,000 yearly
HRC Financial Group New York, NY
HRC Financial Group is seeking an Internal Wholesaler to execute several critical front office sales and marketing functions. We are seeking a candidate who currently resides or is willing to relocate to the NYC Metro area. HRC requires team members to operate both independently, with little oversight, as well as in a collaborative, team-based environment. Primary responsibilities of internal wholesalers include but are not limited to: · Develop a deep understanding of our investment strategies · Profile financial advisors and how to help them increase their business · Speak with advisors directly and proactively establish rapport to create interest in product to schedule meetings for Regional Sales Directors for sales presentations · Maintain constant and open communication with Regional Sales Directors by using sales contact database and by recording activity on all calls · Deliver sales literature to effectively facilitate sales process and enhance advisor...