87 regional wholesaler jobs found

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 Wholesaler role will support our Life Producer Group clients in Southern California. The role will also cover Arizona and Las Vegas, but living in the SoCal area is strongly preferred. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote solutions 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...

Business Description NCFAâs US Independent Wealth Advisory business manages the firmâs relationships with US retail investors and financial advisors.  Representing a full suite of strategies â from SDBA, non-proprietary ETFs and mutual funds to SMAs and sub-advisory relationships â USIWAâs mandate is to deliver NCFA & Cyborg-Advisors to advisors, retail, business owners and institutions.   Role Description NCFA Leaders in US Independent Wealth Advisory are responsible for accelerating the growth of NCFA & Cyborg-Advisors. They will deliver deep ETF expertise to advisors, collaborating with other sales professionals to develop advisor relationships and drive NCFA & Cyborg-Advisors results within a given channel and geography. The scope of their role will include 3 core elements: (1) Promote our On-Plan Money Management program to RIAs & Independent Planners, (2) Promote Cyborg-Advisors RIAs & Independent Planners (3) Broadly educate advisors...

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.  Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more:  www.assurity.com/careers     ESSENTIAL FUNCTIONS 35% Provides internal sales support to assigned region and Regional Vice Presidents, which includes: Provides Assurity product and process training virtually for distribution; Providing product knowledge and sales ideas via phone; Handling and prioritizing incoming calls and emails with efficient and effective time management; Providing...

Description Job Title: Associate Regional Director (Hybrid Wholesaler)   Reports to: VP, Manager of Internal Sales   Job Description:   Alger seeks a highly motivated and organized individual to serve as an Associate Regional Director (Hybrid Wholesaler). The Associate Regional Director is a key member of the distribution team, responsible for supporting and promoting the firm’s ETF’s, mutual fund and separately managed account offerings to third-party distributors within a defined territory. This includes proactive engagement via phone and in-person meetings to drive sales and deepen client relationships. The ideal candidate will be a dynamic, self-motivated professional with strong interpersonal skills and the ability to identify investment opportunities, articulate investment strategies, and effectively grow sales within the assigned region. In addition to managing their own territory, the Associate Regional Director will provide ongoing support...

Who You'll Work With: The Team Overview (Client Group) The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of four main areas: Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events. 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. Nationwide has exciting Regional Internal Wholesaler opportunities on our Life Sales team. In this position you will play a critical role in partnering with financial professionals across the country to help bring our diverse portfolio of Life Insurance products to those that need and want them. This position includes a competitive base salary and is eligible for a strong incentive pay package. Selected candidate must obtain FINRA SIE, Series 6, and Series 63 licenses within 120 days of...

  Crossmark, located in Houston, Texas, serves as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs.  We are especially known for helping investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark’s client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come.   Crossmark is indirectly owned by a non-profit organization, and our net income supports multiple ministry programs. We believe in the power of giving back and making a positive impact on the world we live in.  Our team actively participates in volunteer initiatives and charitable causes. By supporting these efforts, we not only strengthen our communities but also foster a culture...

Job Description: The Role We have an exciting sales opportunity based in Charlotte, NC working with Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward. The territory is...

Job Description: The Role We have an exciting sales opportunity based in Atlanta working with Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward. The territory is currently...

About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. About the Team: The Retail Sales Department is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our...

Salary Range: $65,000 USD - $70,000 USD Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria. Job Description: The primary purpose of the Associate Regional Director is to work effectively with our intermediary advisors to acquire, develop and retain assets for Russell Investments. Through many relationships across a broad group of distribution partners, the Associate Regional Director assists financial professionals in the positioning of...

       We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. Job Summary The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, Managed Portfolios, ETFs, and SMAs. Position will provide field sales coverage within assigned territory as well as assist in some national assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position....

Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who we are Corebridge Financial helps people make some of the most important decisions they’re...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private...

About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. About the Team: The Retail Sales Department is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our...

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. Nationwide has exciting Regional Internal Wholesaler opportunities on our Annuity Brokerage team. In this position you will play a critical role in partnering with financial professionals across the country to help bring our diverse portfolio of Annuity products to those that need and want them. These positions include a competitive base salary and are eligible for a strong incentive pay package. This position requires FINRA SIE and Series 6 license at the time of application and Series 63...

About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. About the Team: The Retail Sales Department is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our...

External DI Wholesaler, MMFA Full-Time, Remote – West Region The Opportunity As a Disability Income Regional Wholesaler, you will play a critical role in expanding the reach and impact of MassMutual’s Individual Disability Insurance (IDI) solutions within MassMutual Financial Advisors (MMFA). You will operate with a high degree of autonomy in your assigned territory, serving as a subject-matter expert and trusted partner to financial professionals and General Agents. In this role, you will influence advisor behavior, develop sales strategies, and own outcomes tied to territory performance while partnering closely with an internal wholesaler to drive results. The Team You will be part of the MassMutual Financial Advisors (MMFA) Disability Income sales organization, a collaborative, performance-driven group focused on delivering best-in-class income protection solutions. The team is comprised of experienced external and internal wholesalers who share a passion for...

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $75 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: (Wholesaler Texas Region) The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills....

About Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: (Wholesaler Texas Region) The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills....