Potomac

Internal Wholesaler

Bethesda, MD · Full-time

Sponsorship not specified$80k-$110kDetected 23 days ago

RESTHubSpotCRM

About the role

We attract people who think critically, communicate clearly, and execute with urgency.
People who care deeply about their work and don't need handholding to make things happen.
This is a full-time, on-site position at our brand-new office in the Avocet Tower in downtown Bethesda.

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.
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.

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).
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.

This listing is sourced directly from Potomac's careers page and normalized into a canonical job model.