Senior Internal Wholesaler

About the Role: Series 7 and 63/65 or 66 RequiredThe Senior Regional Advisor Consultant (Senior Internal Wholesaler) role is responsible for promoting and selling our client’s investment products through financial intermediaries - mostly the RIA channel - and working closely with two Senior Divisional Consultants (Senior External Wholesalers).Due to the nature of working within a small group, this position be involved in learning and contributing to many aspects of the business. In this Senior role, you will be responsible for mentoring more junior members of the team.Hybrid schedule:In-office T-Th, work from home on M & F8am-5pm work scheduleBusiness casual attireKPIs: 35 calls per day, plusDigital Mktg campaignsOccasional dinner seminar eventsCompensation: $80,000-$90,000 base salary with total compensation projected to be around $160,000 -$200,000 per yearPTO: 20 days per year, pro-rated on year oneAbout the Company:$20B AUM150 employees2:1 coverage (external/internal); with 6 Externals currently,Covers all channels with RIA emphasisTerritory for this role is likely NE and West Coast territoriesBoth traditional asset management and AlternativesStrong growth in ETFsGrowing companyDaily access to Portfolio Management teamsQualities for SuccessCompetitive, self-starterThick-skinned, resilientHold Series 7 and 63/65/66 licensesTech Stack: Salesforce, Dakota (RIA database), Morningstar