About this role
This is a full-time on-site role for a Mutual Fund/ETF Wholesaler based in the New York /Long Island area. The role involves developing and maintaining relationships with financial advisors, promoting mutual funds/ETF, other investment products, and executing sales strategies to achieve business growth. Responsibilities include identifying new sales opportunities, providing product insights and support, preparing financial and business planning presentations, and contributing to client investment solutions. The individual will work closely with internal teams to align strategies and ensure client success.