Sales Associate

Responsibilities

• Support the sales team with efforts to engage financial advisors and schedule meetings
• Research and qualify financial advisors to expand advisor relationships
• Maintain and update CRM data to track client information and opportunities
• Prepare analytical reports showcasing investment strategies
• Assist with event planning, invites, and marketing initiatives
• Create targeted lists for call campaigns
• Drive LinkedIn outreach and content promotion
• Fulfill customer swag orders

Requirements

• Recent college graduate with a passion for asset management and financial markets
• Or 2 years or less of sales experience, preferably in financial services
• Ability to pass SIE, Series 7, and either 63 & 65 or 66 licensing exams within 7 months of hire

Preferred Qualifications

• Completed summer internship in financial services (broker/dealer, RIA, or asset manager)

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 with over $3B AUM/AUA, serving the independent broker-dealer and RIA channel through a quantitative process built to conquer risk.