Travel-Heavy Territory Investment Sales Wholesaler

A leading investment management firm in San Francisco seeks an External Wholesaler to represent investment products to financial professionals. This role involves raising new assets and servicing current clients, requiring 5-7 years of asset management distribution experience and licenses like Series 7. Strong communication skills and territory management abilities are crucial. This position entails extensive travel (80% fieldwork) and offers competitive base salary with bonuses, as well as comprehensive benefits and a supportive work culture.
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