Avantis Internal Wholesaler

Avantis Investors

Los Angeles, CA, US
Base: $85,000 - $110,000; bonus: potential cash in...
Hybrid
Deep understanding of financial intermediary marketplace
Expert level salesforce pipeline management skills
Strong interpersonal and investment analysis communication
The role focuses on building relationships with Wealth Management clients to drive sales of Avantis ETF and Mutual Fund solutions

Job Summary

  • The role focuses on building relationships with Wealth Management clients to drive sales of Avantis ETF and Mutual Fund solutions.
  • Candidates must partner with Relationship Directors to generate sales opportunities using a consultative sales process.
  • The position offers a competitive compensation package including a bonus plan, generous PTO, and a 401k with company match.

Matching Summary

The role focuses on building relationships with Wealth Management clients to drive sales of Avantis ETF and Mutual Fund solutions.

Salary

Base: $85,000 - $110,000; Bonus: Potential cash incentive; Benefits: Generous PTO, 401k with 5% match plus discretionary contribution

Skills & Requirements

Must-have

  • Deep understanding of financial intermediary marketplace
  • Expert level Salesforce pipeline management skills
  • Strong interpersonal and investment analysis communication

Nice-to-have

  • Demonstrates American Century Investments Winning Behaviors
  • Working knowledge of Morningstar Direct tools
  • Ability to shift products to meet client needs

Key Requirements

  • Bachelor's degree in related field or equivalent experience
  • Two to three years internal sales team experience preferred
  • Series 7 license required
  • Authorized to work in the U.S. without visa sponsorship

Work Rights

Must be authorized to work in the U.S. without visa sponsorship

Tailored Resume

Cover Letter