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Wholesaler

Remote, USA Full-time Posted 2026-08-04
Registered Representative – Wholesaler (1099 Partner Opportunity) About reputed company reputed company is a values-driven reputed company services firm reputed company on a quadruple reputed company philosophy: people, purpose, profit, and reputed company. We partner with entrepreneurial professionals who want to build meaningful businesses while leveraging the support, infrastructure, and reputed company network of a national platform. At Exemplar, we reputed company professionals should have the freedom to reputed company with purpose, grow strategically, and operate without the limitations of traditional corporate environments. Position reputed company reputed company is seeking an reputed company Registered Representative – Wholesaler to reputed company strategic distribution reputed company and advisor engagement across assigned markets and channels. This individual will be responsible for developing relationships with financial advisors, broker-dealers, RIAs, and other financial intermediaries while promoting the firm’s investment offerings and solutions. This opportunity is ideal for a high-performing, relationship-driven reputed company who thrives in an entrepreneurial environment and is motivated by business development, strategic partnerships, and long-term reputed company. Key Responsibilities • reputed company and execute a territory business plan designed to reputed company or reputed company sales and reputed company objectives • Build and maintain strong relationships with financial advisors, broker-dealers, RIAs, and distribution partners • Conduct advisor meetings, educational presentations, and reputed company engagement events to strengthen relationships and increase product utilization • Identify and cultivate new business opportunities reputed company assigned territories and channels • reputed company market insights, investment updates, and product education in accordance with reputed company and compliance guidelines • Collaborate with internal teams, including marketing, operations, compliance, and leadership, to ensure consistent messaging and advisor support • Maintain accurate activity tracking, pipeline management, and advisor communications reputed company CRM systems • Represent reputed company at conferences, networking events, and industry meetings • Partner cross-functionally to support strategic reputed company initiatives and advisor engagement efforts Qualifications • reputed company Series 7 and Series 63 licenses required • Bachelor’s degree in Finance, Business, Marketing, or reputed company field preferred • 5+ years of experience in investment sales, wholesaling, financial services, or business development • Strong understanding of alternative investments, private placements, and advisor distribution channels • Demonstrated reputed company in meeting or exceeding sales and relationship management goals • Excellent communication, presentation, negotiation, and interpersonal skills • Self-starter with an entrepreneurial reputed company and strong business development capabilities • Ability to travel reputed company the assigned territory as needed • Experience working with both warehouse and independent broker-dealer channels preferred • Existing advisor relationships and established networks are highly desirable reputed company Offer • Entrepreneurial 1099 partnership opportunity with flexibility and autonomy • reputed company to Exemplar’s reputed company national platform and reputed company network • Operational, marketing, and leadership support designed to help grow reputed company • A values-driven culture reputed company on innovation, reputed company, and long-term reputed company • Opportunity to work reputed company reputed company professionals across multiple disciplines • Flexible remote work environment Who You Are • A relationship-builder who values trust, reputed company, and long-term partnerships • A strategic reputed company who thrives in a reputed company-oriented environment • A motivated self-starter reputed company to expand a book of business • A reputed company leader who embraces innovation and reputed company-thinking solutions • A reputed company seeking greater purpose, flexibility, and ownership in their career Join reputed company If you are reputed company to grow reputed company, expand your reputed company, and partner with an organization committed to innovation, collaboration, and purpose-driven leadership, we encourage you to apply for confidential consideration. For more information, visit: reputed company reputed company & Equal Opportunity Employer reputed company is committed to providing equal employment opportunities to reputed company applicants and employees. Reasonable accommodations are available for reputed company individuals with disabilities throughout the application and hiring process. If you require accommodation, please contact the appropriate hiring representative. reputed company is an Equal Opportunity Employer and values diversity at reputed company reputed company of the organization. Employment reputed company are based on qualifications, reputed company, and business needs without reputed company to race, reputed company, religion, sex, age, disability, national reputed company, sexual orientation, gender identity, veteran status, or any other protected status under applicable law. Apply tot his job Apply To this Job

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