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Mutual Funds Internal Wholesaler (HYBRID) at Equitable

Compensation

$60,000/yr

Setup
Hybrid
Location
Charlotte, North Carolina
Type
Full-time
Level
mid
Added to Metaintro

Description

Equitable is hiring an experienced Mutual Funds Internal Wholesaler to distribute Equitable Investment Management Model Portfolios and the 1290 Funds family of retail mutual funds to professional financial intermediaries. The role involves developing new relationships with broker-dealers, banks, financial planners, and Equitable Advisors; supporting sales conversations, proposals, illustrations, due diligence, training, and product launches; and providing investment analysis and solutions-focused support. The position is hybrid, requiring on-site presence three days per week in the Charlotte, North Carolina office, with a base salary of $60,000 and variable compensation. Required qualifications include a bachelor's degree or equivalent professional work experience, one year of capital markets or financial services experience, FINRA Series 6 and 63 registrations active upon hire, and a Series 7 registration active upon hire or obtainable within 180 days.

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