External Wholesaler (Investment Management)

Location: Remote Massachusetts or Remote Connecticut, United States; travel up to 75%.

Salary: $100,000 base salary, with potential additional compensation, bonuses, or commissions.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and a conservative long-term approach.

What you will do

• Build and maintain relationships with financial advisors, brokers, agents, and regional wirehouses to generate assets and sales revenue within an assigned territory.
• Educate advisors on investment products and services through individual and group meetings, branch visits, seminars, conferences, and trade shows.
• Develop and implement territory wholesaling plans aligned with sales goals.
• Identify and foster leads from referrals, advertising campaigns, and territory canvassing in partnership with an internal wholesaler.
• Present sales activity at weekly wholesaling meetings and maintain broker profiles, databases, and activity logs.
• Manage expenses within the assigned budget and address client or business issues through research and problem solving.

Requirements

• Bachelor’s degree in Finance or a related field, plus at least two years of financial services industry experience, or an equivalent combination of experience, education, and training approved by Human Resources.
• Knowledge of securities industry concepts, asset management products, and broker/dealer operations.
• Ability to identify customer needs through questioning and listening, manage multiple detailed priorities, and work independently and collaboratively.
• Strong skills in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.
• Ability to analyze business processes, resolve inquiries, communicate effectively across organizational levels, and maintain internal and external relationships.
• SIE required unless an exemption or grandfathering provision applies.
• FINRA Series 7 required, with the ability to obtain other necessary licenses within 60 days of hire.

Culture & Benefits

• Remote work arrangement covering Massachusetts or Connecticut.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• People-first culture emphasizing professional growth, collaboration, accountability, client-focused decisions, and continuous improvement.
• Equal opportunity workplace that values diverse backgrounds and experiences.