External Wholesaler - Philadelphia

Only for registered members Philadelphia, United States

3 weeks ago

Default job background
$75,000 - $85,000 (USD)

Job summary

We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel.

The External Wholesaler will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel.

The role involves representing Potomac and distributing its products within an assigned territory,
traveling to conduct meetings,presentations,& building relationships with internal & external partners.
Responsibilities include managing administrative tasks such as CRM updates,travelling expenses,scheduling,& other requirements.
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