Job Description

INDEPENDENT WHOLESALER TO RIA'S, B/D'S AND REGISTERED REPS

EXCLUSIVE TERRITORIES AVAILABLE

NO PHONE CALLS - PLEASE SUBMIT RESUME TO THIS POST

Measured Risk Portfolios, based in San Diego, is seeking entrepreneurially minded Independent Wholesalers Nationwide to build new financial advisor relationships across the US. Protected or Exclusive Territories are available. This is a 1099 Independent Wholesaler role with compensation based as a Revenue Share. The candidate would work with financial professionals across Independent Broker/Dealer, and RIA channels to sell our portfolio strategies and gain new Assets Under Management. The job requires the ability to establish credibility and build rapport with financial advisors. As a spokesperson of the firm, the goal is to promote Measured Risk Portfolios 3 Strategies which can be found at https://measuredriskportfolios.com/strategies/ and increase new assets under management.

Measured Risk Portfolios was coined as a DBA of the portfolio strategy conceived by Kingsroad Financial Insurance Services, Inc. in 2007 after the founders determined that the portfolio management strategy they wanted for their clients did not exist. Originally tested on just a few select clients, the firm now manages over $100M in multiple strategies for over 400 families and businesses throughout the United States.

At Measured Risk Portfolios, we offer a suite of investment solutions that seek to offer either hedged growth, growing income or speculation. Used individually or in concert together, we’re confident that we have the building blocks that can help clients achieve their financial goals.

RESPONSIBILITIES:

· Establish and foster new relationships with financial advisors, through proactive telephone calls, emails, arranging meetings, and conducting sales presentations

· Perform consistent follow-up with advisors to advance sales process and deepen relationships

· Construct custom portfolio and analyses for financial advisors using Hidden Levers

· Meet client expectations to increase the quantity and quality of effective partnerships

· Partner with Measured Risk Business Development team to gain significant market share in your territory or region

· Provide best in class resources to financial advisors in positioning and promoting Measured Risk investment strategies

· Participate in Measured Risk training programs and utilize a massive library of marketing and business development tools

· Establish credibility and build rapport with clients

QUALIFICATIONS:

· Entrepreneurial mindset with ability to put innovative ideas into action

· Ability to manage multiple tasks simultaneously while maintaining a concise objective

· Possess strong commitment to team environment dynamics with the ability to contribute expertise and follow leadership directives at appropriate times.

· Superior ability to convey complex financial data into a concise message

· 1-3+ years of professional financial services industry experience

· Bachelor's degree in Finance, Business, Marketing, Communications and/or related field desired but not required

· Advanced MS Office skills

· Must hold appropriate Securities Licenses

· Full product and industry training will be offered

· Ability and willingness to work independently to build your portfolio of clients

· Ability to travel on a limited basis as needed in your region or territory

· A high level of professionalism and diligence

· Detail and task-oriented

· Strong work ethic and a team player

· Interest in capital markets and alternative investment strategies, particularly options strategies

· Must be a "self-starter" and self-motivated

· Excellent organizational and communication skills

COMPENSATION This is a 1099 Independent Contractor role with the title of Independent Wholesaler where you will receive a revenue share based on new Assets Under Management in the first and trailing years. It provides the opportunity to build a significant first year income and trailing income based on the growth of your portfolio of clients over future years. Exclusive territories are available.

Company Description

At Measured Risk Portfolios, we offer a suite of investment solutions that seek to offer either hedged growth, growing income or speculation. Used individually or in concert together, we’re confident that we have the building blocks that can help your clients achieve their financial goals.