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[Remote] Regional External Wholesaler – 1099 Contract Role (Commission Only)

Remote, USA Full-time Posted 2025-11-03
Note: The job is a remote job and is open to candidates in USA. Kurv Investment Management is dedicated to democratizing access to tax-efficient investment strategies previously available only to large institutional investors. They are seeking entrepreneurial external wholesalers to expand their market presence and drive sales of innovative investment products to financial advisors and wealth managers. Responsibilities • Build and nurture strong relationships with financial advisors, RIAs, and wealth managers in your designated region. • Drive sales and educate advisors on innovative investment products, focusing on tax-efficient, option-based strategies. • Represent the firm at industry events, conferences, and advisor meetings. • Collaborate with internal teams to create a tailored strategy for your territory. • Consistently meet or exceed sales targets and milestones. Skills • Proven experience in financial sales, ideally in ETFs, mutual funds, or similar investment products. • Established network of financial advisors and wealth managers. • Strong understanding of tax-efficient investment strategies and ETF products. • Self-starter with the ability to thrive in a commission-based environment. • Series 7 and Series 63 licenses required. Education Requirements • Bachelor’s degree in Finance, Economics, or a related field Benefits • Generous commission structure with opportunities for retroactive bonuses • Flexibility: Build your territory and manage your schedule as an independent contractor • Growth Opportunity: Transition to a full-time role with competitive benefits after achieving milestones Company Overview • New fund alert: $KQQQ available now! Empower your portfolio by accessing investment options previously reserved for institutional investors and high-net-worth individuals. It was founded in undefined, and is headquartered in San Francisco, US, with a workforce of 2-10 employees. Its website is Apply tot his job Apply tot his job Apply To this Job

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