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Regional Sales Consultant

Cyperus Group LLC, New York, NY, United States


Position: Regional Sales Consultant (aka, Internal Wholesaler)

Based in NYC.

Hybrid Workweek.

Requires the Series 7 & 63 and MUST also be Bilingual Spanish.

Ideal opportunity for someone who wants career growth in the Investments Management Industry and also wants a Business Development opportunity.

This role HAS a competitive BASE SALARY + Commission + Bonus... IS NOT "100% commission"!

Overview

You’ll engage financial advisors, position investment strategies, and actively build a pipeline, playing a key role in territory growth rather than functioning in a purely reactive support capacity. The environment is fast-paced and performance-driven, with clear visibility to senior sales leadership and a defined path toward an External Wholesaler role.

Ideal candidates bring 1–3 years of financial services or sales experience, hold their Series 7 & 63. A competitive mindset, coachability, and consistency on the phone are critical.

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