Description
About Zacks Investment Management
Zacks Investment Management (ZIM) is a leading provider of investment strategies and research-driven portfolio solutions. With decades of experience and a commitment to innovation, we deliver transparent, cost-effective, and data-driven investment solutions to financial advisors, institutions, and individual investors.
Position Summary
We are seeking an experienced and driven ETF External Wholesaler to join our growing team. This individual will be responsible for raising and retaining assets within a designated territory by promoting Zacks’ ETF strategies to financial advisors.
Key Responsibilities:
- Develop and execute a business plan to grow ETF sales in assigned territory
- Build and maintain relationships with financial advisors, home office personnel, and institutional clients
- Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions
- Collaborate with internal partners, including Internal Wholesalers and Marketing, to support business development efforts
- Maintain a deep understanding of Zacks’ ETF lineup, competitive positioning, and industry trends
Qualifications:
- 3+ years of wholesaling experience (hybrid & internals will be considered)
- Established relationships with financial advisors
- Strong presentation, communication, and organizational skills
- Self-motivated with a proven track record of meeting or exceeding sales goals
- Series 7 and 66 (or equivalent) licenses required
Why Join Zacks Investment Management?
- Opportunity to represent research-driven, innovative ETF strategies
- Competitive compensation package with incentive opportunities
- Supportive team environment with robust internal wholesaling and marketing support
- Join a firm known for its quantitative research and commitment to advisor success