Internal Wholesaler
Potomac · Bethesda, MD · 2 mo ago
On-siteBusiness Development$80k–$110k/yrFull-time
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.