Summary
As an Internal Wholesaler, you’ll partner with our external wholesalers, playing a key role in building relationships with financial advisors, driving sales, and developing a winning business strategy. This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda. We're happy to get candidates from all over the country, but the position will require relocation before starting.
What You’ll Do
- 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.
Who You Are
- 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.
Required Qualifications
- Must have or be willing to acquire licensing: SIE, Series 7 and either 63 & 65 or 66.
- Bachelor’s degree or equivalent experience.
Preferred Qualifications
- 1-3 years in financial services sales preferred (mutual funds, annuities, ETFs, or separately managed accounts).
Objectives
- Develop a deep understanding of Potomac’s investment products and think critically about how they fit into an advisors' business.
- Stay current with industry trends and developments, to ensure that Potomac stays head of the curve.
- Comply with legal and compliance regulations at all times.
Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you.
If you want to drive, build, and scale, this is your shot.
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
Compensation
Industry-competitive pay structure with a combination of base salary and performance-based incentives.
Target total compensation: $80,000-$110,000 plus