8685 Wholesaler - Asset Management Services
Los Angeles, CA
Job Description:
The Asset Advisory Wholesaler will sell a full suite of asset management and advisory services through third party professionals, such as regional broker/dealers, CPA/investment advisory professionals, financial planners and RIAs. The incumbent will: 1) Prospect in assigned territory using marketing lists (i.e. Judy Diamond), leads from trade shows, company advertising and networking in business community, 2) Identify third party professionals that will generate prospects for the firm's Advisory program.
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8685 Wholesaler - Asset Management Services
Los Angeles, CA
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