Internal Wholesaler

About the role

We are a boutique tactical asset manager headquartered in Bethesda, MD. Our mission is to provide independent broker-dealers and RIAs with a differentiated product that helps them deliver exceptional results for their clients.

Responsibilities

• Conduct proactive outreach to advisors, promoting our products and driving sales.
• Build and deepen relationships with financial advisors.
• Collaborate with external wholesalers to meet regional goals.
• Provide solutions that help advisors deliver exceptional results for their clients.
• Collaborate with the rest of the internal team to ensure smooth and efficient sales processes, including coordinating marketing campaigns and product launches.
• Effectively manage HubSpot CRM information and advisor profiles.

Requirements

• A natural problem solver who enjoys thinking creatively and finding new ways to improve processes.
• Competitive, self-driven, and eager to grow.
• A strategic thinker who sees the big picture but never misses the small stuff.
• Must have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66.
• Bachelor’s degree or equivalent experience.
• 1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts).

Qualifications

• Develop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisor's business.
• Stay current with industry trends and developments, to ensure that Potomac stays ahead of the curve.
• Comply with legal and compliance regulations at all times.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• Health savings account option
• 401(k) & other retirement benefits
• Paid maternity leave
• Paid paternity leave
• Commuter benefits
• Disability insurance
• Paid time off

Pay

Industry-competitive pay structure with a combination of base salary and performance-based incentives. Target total compensation: $80,000-$110,000 plus.

Schedule

This role is 100% onsite in Bethesda, MD.