Wealth Management Sales Associate (Series 7 track)

The Opportunity: This role is a front-line entry point into investment sales and a clear path to an Inside Wholesaler role. You'll work directly alongside experienced Internal Business Consultants and Sales Leaders to support financial advisors across the U.S. and Canada and help grow the business. You'll combine sales support, relationship building, and analysis-partnering on territory strategy, preparing insights for advisor conversations, and helping deliver product updates that drive real c…