Nc Health Affiliates LLC
Hybrid Wholesaler
Stamford, CT · Mid
Stay score
odds of building a lasting career here
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
Green-card filing pattern in this occupation
Green-card intent detected
Files H-1B transfers
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
Community outcomes
No reports yet — be the first to help the next applicant.
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).
This listing is sourced directly from Nc Health Affiliates LLC's careers page and normalized into a canonical job model.