JOB SUMMARY
InspereX is seeking a highly motivated candidate to join our growing Wealth Management Solutions Team. This is an opportunity to build a long-term career in one of the fastest-growing wholesaling firms in the United States. Partner with Financial Advisors to implement differentiated solutions that solve real client challenges. The ideal candidate is a relationship builder with the ability to collaborate and thrive in team settings. This individual will have a sales-focused mentality and be a goal-oriented communicator with strong interpersonal skills.
This role requires the candidate to reside in or relocate to Florida.
KEY RESPONSIBILITIES
● Develop and grow relationships with Financial Advisors by delivering wealth management solutions and business building ideas.
● Identify new opportunities for structured notes, risk-managed solutions, concentrated stock monetization strategies, and alternative investments.
● Conduct in-person meetings, educational events, webinars, and portfolio reviews.
● Partner with internal and external wholesalers to develop new relationships and drive sales growth.
● Generate and manage a robust sales pipeline while maintaining consistent CRM activity.
● Use technology to improve productivity, engagement, and the advisor experience.
IDEAL CANDIDATE PROFILE/QUALIFICATIONS
● Bachelor's degree preferred.
● Series 7 and Series 63/66
● 1-3 years of financial services experience
● Bachelor’s degree
● Coachable, curious, and motivated to grow
● Goal-oriented, resilient, and adaptable
● A persuasive communicator and collaborative teammate
● Eager to build a long-term career with InspereX
ABOUT INSPEREX
lnspereX unites the more than two decades of success in fixed income and market-linked products origination, underwriting, distribution, and education of lncapital with the innovation of Silicon Valley's 280 CapMarkets and its revolutionary fixed income tech platform, BondNav®. We represent more than 400 issuing entities and have underwritten more than $670 billion in securities. lnspereX stands for people, products, and technology you can trust.
Interested candidates can send their resumes to wholesalercareers@insperex.com
lnspereX is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
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