What are the responsibilities and job description for the Hybrid Wholesaler position at Quartz Partners Investment Management?
Company Description
Quartz Partners Investment Management is committed to bringing institutional quality asset management to all investors. Our strategies are governed by experience, discipline, and continuous research to seek high total returns and preserve investments. Our expert team guides portfolios through complex market environments.
Social Media Disclosure: quartzpartners.com/disclosures
Role Description
This is a full-time Hybrid Wholesaler role at Quartz Partners Investment Management in Saratoga Springs, NY, with flexibility for remote work. As a Hybrid Wholesaler, your tasks will involve managing advisor relationships, promoting our suite of investment products, and providing solutions to our advisors. You will utilize your expertise for consistent proactive outreach to advisors nationwide, develop sales strategies, and support advisors in achieving their business goals.
Qualifications
- Strong interpersonal skills and a client-focused mindset
- Highly motivated with a desire to join a fast growing organization with direct access to the management team.
- Excellent communication and presentation abilities
- Previous experience in financial services, or investment management in the role of internal wholesaler
- Series 6, 63, 65, or 66