What are the responsibilities and job description for the Internal Wholesaler position at HRC Financial Group?
HRC Group raises capital in mutual funds, private funds, and SMAs. The strategies cover a wide range of alternative asset classes including venture capital, structured credit, and litigation finance. Investors include registered investment advisors, broker-dealers, and family offices. HRC takes pride in bringing differentiated investment ideas to the wealth management industry, helping financial advisors add value to their clients’ portfolios.
Account Executive
HRC Financial Group is seeking an Internal Wholesaler to execute on several critical front office sales and marketing functions. Primary responsibilities of internal wholesalers include but are not limited to :
- Scheduling meetings with investment managers via email and cold calling
- Prospecting financial advisors to find leads
- Maintaining necessary correspondence with prospective clients in order to move sales process towards closing
- Collaborating with colleagues to build sales strategies
- Tracking revenues and projected revenues for the sales team
- Developing a deep understanding of our investment strategies
Compensation
Compensation is a combination of base salary, commissions and bonuses (pending the attainment of the Series 7 and Series 63 licenses). Candidates can expect to earn between $80,000 and $120,000.
Licensing Requirements
Employees will quickly work to obtain the Series 7 and Series 63 licenses if they do not already have it.
Job Type : Full-time
Pay : $80,000.00 - $120,000.00 per year
Benefits :Compensation Package :
Experience :
Ability to Commute :
Ability to Relocate :
Work Location : In person
Salary : $80,000 - $120,000