Internal Wholesaler

Responsibilities

• Conduct proactive outreach to advisors to promote products and drive sales
• Build and deepen relationships with financial advisors
• Collaborate with external wholesalers to meet regional goals
• Provide solutions to help advisors deliver exceptional results for clients
• Coordinate marketing campaigns and product launches with the internal team
• Manage HubSpot CRM information and advisor profiles

Requirements

• Must have or be willing to acquire SIE, Series 7, and either 63 & 65 or 66 licenses
• Bachelor's degree or equivalent experience
• Strong problem-solving and strategic thinking skills

Preferred Qualifications

• 1-3 years in financial services sales (mutual funds, annuities, ETFs, or SMAs)

Benefits

• Medical, vision, and dental insurance
• Health savings account option
• 401(k) and retirement benefits
• Paid maternity and paternity leave
• Commuter benefits
• Disability insurance
• Paid time off

About the Company

Potomac is a boutique tactical asset manager serving the independent broker-dealer and RIA channel, utilizing a quantitative process built to conquer risk.