Mutual Fund Wholesaler/Portfolio Specialist | Baltimore, Maryland
Harborside Group seeks driven sales professionals within the financial services industry to join our sales team and represent our clients to the Financial Advisor channel.
Candidates must possess strong teamwork, communication, time management, and organizational skills. Our Mutual Fund Wholesalers/Portfolio Specialists communicate with portfolio managers to deeply understand and articulate our client’s investment philosophy, process and strategies externally to the Financial Advisor channel.
Candidates must have the ability to develop client relationships and strategic partnerships. Experience with financial sales, Customer Relationship Management (CRM) software and Microsoft Excel a plus. Series 6 or 7 is required. No travel is required for this position.
If interested in this position, please apply by emailing your resume and a cover letter to firstname.lastname@example.org and reference the job title in the subject line. We will contact selected candidates.
More detailed information about each of our current openings may be available on our LinkedIn page.