Qualifications Required: Ten plus years of relevant work experience Active FINRA Series 7 and Series 66 licenses Strong consultative selling, presentation, and negotiation skills Established relationships with wirehouse, independent and regional broker-dealer advisors Proven track record of growing advisor relationships and achieving or exceeding sales goals Preferred: At least five years of experience wholesaling to financial advisors in the posted territory Professional designation or advanced degree such as CFA, CFP®, CIMA®, or MBA Experience representing a broad range of investment products and portfolio solutions FINRA Requirements FINRA licenses are required and will be supported for this role. $144,000.00 - $261,000.00 for the location of: Maryland, Colorado, Washington and remote workers $144,000.00 - $261,000.00 for the location of: Washington, D.C. $144,000.00 - $261,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role.