We are a growing firm with expanding opportunities in finance, portfolio management, sales, marketing and administration. We are always willing to speak with dedicated professionals interested in joining our team. If you’re looking for a challenging and innovative career, long-term growth prospects and a creative culture, we invite you to submit your resume!
Reality Shares is seeking an External Wholesaler to grow sales of our family of dividend Exchange Traded Funds (ETFs). In this role, you will work closely with an experienced team including the co-founder and CEO to grow our business in the Independent channel. Strong, proven relationships with LPL, Raymond James, Cetera etc. are required. We also require a candidate with a deep understanding of this channel and the ability to discuss portfolio construction using our strategies.
• Manage a sales effort with the goal of leveraging existing relationships to generate new business.
• Increase the number of clients doing business with Reality Shares.
• Document and maintain sales activities in our CRM system.
• Stay current and up-to-date with market, economic and industry trends, as well as competitor products.
• Maintain a deep knowledge of Reality Shares ETF, indexes and services in order to effectively position them with Advisors.
• Supply input concerning industry developments and client needs for incorporation into company’s strategic marketing plan.
• Represent Realty Shares by actively participating in industry and client conferences, seminars, and trade shows as needed.
• 5+ years of sales experience at an investment management firm, independent financial services firm or etf company.
• Experience in selling a variety of investment products including ETFs, mutual funds, and alternatives is desirable.
• Proven track record of developing strong relationships with clients.
• Strong investment and capital markets knowledge.
• Excellent communication and presentation skills.
• Enthusiastic, self-motivated individual with an entrepreneurial attitude.
• Verifiable U-4 and compliance record.
• BS/BA degree required
• Current Series 7 and 66 (or 63 and 65) securities licenses required.
Reality Shares is proud to be Equal Opportunity Employer – M/F/D/V. We are committed to equal employment opportunity to all applicants and existing employees, regardless of race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.
Reality Shares conducts a comprehensive background check as part of our pre-employment process.
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