Fixed Income Wholesaler

Summary:
Wisdom, a Spend Life Wisely Company, is seeking a high-energy Fixed Income Wholesaler to drive the growth of our Short Duration & Government Fixed Income 40act mutual funds. This role will be responsible for prospecting, coordinating meetings with financial advisors, and leveraging our built-in bank network to generate AUM growth. The ideal candidate will have 4-5 years of experience as Internal Wholesaler or financial services and possess a desire to become an External Wholesaler.

Key Responsibilities:

• Develop relationships with bank's market presidents, wealth advisors, mortgage lenders, and treasury management teams to educate them on our fixed income offerings.
• Conduct proactive outbound calls to leverage exiting opportunities from the bank salesforce and generate new ones.
• Manage an internal pipeline of prospects, coordinate meetings, and ensure follow-ups are executed.
• Travel ~50% in Year 1 to meet with financial advisors and partners across TX/OK, eventually reducing to quarterly in-person visits.
• Collaborate with portfolio management and marketing to develop and deliver sales materials.
• Meet or exceed KPIs including AUM growth, new client acquisition, and engagement metrics.

What Success Looks Like in Year 1:

• Drive new AUM from internal bank partners and external advisors
• Schedule and complete meetings per quarter with target advisors
• Build relationships across all key commercial, mortgage, and wealth teams
• Demonstrate strong conversion rates from leads to active investors

Qualifications:

• Licenses Required: Series 7 (Preferred: 63 & 65 or 66)

Why Join Wisdom Fixed Income?

• Direct impact: Be part of a high-growth boutique fixed income manager where your work drives firm-wide AUM growth.
• Career Path: Opportunity to progress to an External Wholesaler based on skills, expertise, and organizational requirements.
• Innovative Strategy: Opportunity to sell high-yielding fixed income funds with a compelling risk-return profile.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.