Nc Health Affiliates LLC
Hybrid Wholesaler
Stamford, CT
Sponsorship not specified$29k-$38kDetected 63 days ago
CRMSalesResearchLeadershipCollaborationOrganizational Skills
About the role
- NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors.
- With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments.
- The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network.
Responsibilities
- Manage and grow relationships with a defined book of financial advisors across assigned territories
- Drive net flows through consistent advisor engagement and opportunity identification
- Support due diligence conversations and follow‑up requests
- Maintain accurate CRM records (calls, meetings, follow‑ups, pipeline)
Requirements
- Bachelor's Degree
- 4+ years in asset management, wholesaling, or financial services sales
- Experience covering wirehouses, RIAs and broker‑dealers advisors
- Strong understanding of investment products and portfolio construction
- Proven ability to drive advisor engagement and asset growth
- Highly organized, consultative, and relationship‑driven
- FINRA licenses (Series 6/7, 63/66)
- Clean U4
Compensation
- The annualized base pay range for this role is expected to be between $90,000/year + incentive/bonus Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where wo
Benefits
- Support advisor onboarding, education, and implementation of firm strategies
- Deliver compliant product education and positioning across the firm's investment lineup
- This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer).
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