Wholesaler - Investment Sales

Location

Newport Beach, CA | United States

Job description

Wholesaler – Investment Sales

Wilshire Finance Partners is a leader in short-term, real estate-based, fixed income alternative investments. We seek talented wholesalers to help drive new relationship development and AUM growth.

The Opportunity

Join a well-positioned organization with a strong track record focused on a growing market segment. 

Our investment salespeople have the competitive advantage of a 1-year, fixed income investment that has generated audited historical returns between 6% and 8%, delivering monthly cash flow, and has maintained a stable NAV.

As wholesaler at Wilshire, you will work from our Southern California offices and hold a hybrid internal/external role. Using your business development and sales skills to build on your network, you will prospect, educate, and close investment sales through independent registered investment advisers, wealth managers, family offices, institutional investors, and high net worth individuals.

Duties and Responsibilities

• Manage and expand your existing book of RIAs, wealth managers, family offices and other referral contacts.
• Prospect and generate new investment relationships.
• Sell our fund and other investments predominantly over the phone.
• Represent Wilshire at meetings and industry associations.
• Meet and exceed investment sales goals.

Required Skills and Experience

• Prior investment wholesaling experience is required. 
• Some external wholesaling experience is a plus. 
• Excellent phone sales skills.
• Results driven.
• Excellent interpersonal skills.
• Experience selling alternative investments (such as non-traded REITs) is highly desired.
• Extensive contacts with independent advisors (versus broker-dealers) is highly desired.
• Orange County, California residency preferred. (we do not offer relocation assistance)
• Bachelor’s degree required.

Why Wilshire

• Strong track record
• Growing company
• Well positioned in a growing market segment

Rewards

• Base salary
• Incentive compensation that rewards performance
• Benefits
• Internal growth opportunities

For Consideration

For confidential consideration, please send your resume to [email protected] 

Wilshire Finance Partners, Inc. is an equal opportunity employer. 

Job tags

Salary