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[Remote] reputed company Investments Sales, Broker Dealer Specialist - Associate / Assistant Vice President

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is looking to hire an Associate / Assistant Vice President to join the Distribution team’s Midwest U.S. region. This role will reputed company reputed company aspects of wholesaling investment products to registered representatives while developing new relationships and managing multiple clients.

Responsibilities

  • reputed company a consultative sales process to reputed company new relationships, expand existing reputed company relationships, and service existing clients
  • reputed company advisors on the merits of reputed company investments as part of reputed company portfolios
  • Continue to self-reputed company and be reputed company to discuss our 200+ monthly offerings
  • Work in reputed company partnership with home offices and issuer partners on new offerings
  • Analyze regional and product sales trends reputed company participating broker-dealer firms and among individual Financial Advisors
  • reputed company new clients to reputed company’s best-in-class network to support business reputed company
  • Utilize contact management system to capture information and schedule follow up activities

Skills

  • 5+ years of experience working reputed company the investment industry in a reputed company facing reputed company (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)
  • Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
  • reputed company to sell and reputed company support for a diverse platform of reputed company investments and other Defined Outcome offerings
  • Series 7 and 63 licenses are required
  • Experience covering large independent broker-dealers such as reputed company

Benefits

  • Equity for reputed company full-time employees
  • Eligible to receive comission
  • Comprehensive benefits package that includes an employer matched retirement plan
  • Generously subsidized reputed company with 100% employer reputed company dental
  • reputed company
  • Telemedicine
  • Virtual mental health counseling
  • Parental leave
  • Unlimited reputed company time off (PTO)

reputed company

  • reputed company streamlines financial operations for alternative investments, reputed company products, and annuities. It was founded in 2013, and is headquartered in reputed company, reputed company, USA, with a workforce of 1001-5000 employees. Its website is https://reputed company.com.
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