POSITION:
ETF External Wholesaler
We are seeking an experienced and driven ETF External Wholesaler to join our growing team. This individual will be responsible for raising and retaining assets within a designated territory by promoting Zacks’ ETF strategies to financial advisors.
KEY DETAILS:
REGION: USA
LOCATION: Southeast
JOB TYPE: Hybrid
RESPONSIBILITIES:
Key Responsibilities:
- Develop and execute a business plan to grow ETF sales in assigned territory
- Build and maintain relationships with financial advisors, home office personnel, and institutional clients
- Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions
- Collaborate with internal partners, including Internal Wholesalers and Marketing, to support business development efforts
- Maintain a deep understanding of Zacks’ ETF lineup, competitive positioning, and industry trends
QUALIFICATIONS:
Qualifications:
- 3+ years of wholesaling experience (hybrid & internals will be considered)
- Established relationships with financial advisors
- Strong presentation, communication, and organizational skills
- Self-motivated with a proven track record of meeting or exceeding sales goals
- Series 7 and 66 (or equivalent) licenses required
Who is Zacks
The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages over $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas.
SOUND LIKE THE JOB FOR YOU?
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