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Etf Wholesaler Jobs (NOW HIRING)

Victory Capital

Regional Sales Director

Boston, MA · On-site +1

$75K/yr

This is a full-time on-site role for a Mutual Fund/ETF Wholesaler based in the NC/SC/ S. VA area. The role involves developing and maintaining relationships with financial advisors, promoting mutual ...

Victory Capitel

Regional Sales Director

Boston, MA · On-site

$75K/yr

This is a full-time on-site role for a Mutual Fund/ETF Wholesaler based in the NC/SC/ S. VA area. The role involves developing and maintaining relationships with financial advisors, promoting mutual ...

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How much do etf wholesaler jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for etf wholesaler in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 per hour, depending on experience, location, and employer.

What is an ETF wholesaler?

ETF wholesalers are financial professionals who represent asset management firms and promote exchange-traded funds (ETFs) to financial advisors, brokers, and institutional investors. Their primary role is to educate clients about different ETF products, highlight their benefits, and help increase distribution and sales. They often travel to meet with clients, conduct presentations, and provide market insights to support investment decisions. ETF wholesalers must have a thorough understanding of financial markets, investment products, and relationship-building skills.

What are some common challenges ETF wholesalers face when building and maintaining relationships with financial advisors?

ETF Wholesalers often encounter the challenge of differentiating their products in a crowded market, as many financial advisors have established relationships with multiple asset managers. Building trust and demonstrating a deep understanding of advisors’ needs is crucial, which requires strong product knowledge and exceptional communication skills. Additionally, ETF Wholesalers must stay up-to-date with evolving regulations and market trends to provide relevant, timely information. Consistent follow-up, value-added support, and adaptability are essential for long-term relationship-building and success in this role.

What are the key skills and qualifications needed to thrive as an ETF wholesaler, and why are they important?

To thrive as an ETF Wholesaler, you need deep knowledge of financial markets, investment products, and sales strategies, often backed by a bachelor's degree in finance or a related field and relevant FINRA licenses (such as Series 7 and 63). Familiarity with CRM platforms, portfolio analysis tools, and financial data systems is typically required. Exceptional interpersonal skills, persuasive communication, and relationship-building abilities help distinguish top performers in this role. These skills are crucial for effectively educating advisors, driving ETF adoption, and achieving sales targets in a competitive marketplace.

What is the difference between Etf Wholesaler vs Financial Advisor?

AspectEtf WholesalerFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Requires licenses (e.g., Series 7, 66) and certifications (e.g., CFP)
Work EnvironmentWorks for asset managers or financial firms, engaging with advisorsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageEmployers are asset management firms, used in the investment distribution channelEmployers are financial advisory firms, used in personal wealth management

While both roles involve financial products, an Etf Wholesaler primarily promotes ETFs to financial advisors and institutions, whereas a Financial Advisor works directly with clients to develop personalized investment strategies. The roles differ in their focus, work environment, and client interaction, but both require relevant securities licenses.

How to become an ETF wholesaler?

To become an ETF wholesaler, typically one needs a background in finance or sales, experience in investment products, and strong knowledge of exchange-traded funds. Many roles require a securities license such as the Series 7 and Series 63, along with excellent communication and relationship management skills. Gaining industry certifications and building a network within the financial services sector can also improve prospects.
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Etf Wholesaler jobs near you
Infographic showing various Etf Wholesaler job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 58% In-person, 21% Hybrid, and 21% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

ETF Wholesaler Senior - Northern California & Pacific NW | Remote

Allianz

Minneapolis, MN • On-site, Remote

$110K - $126K/yr

Full-time

Re-posted 26 days ago

Allianz rating

9.3

Company rating: 9.3 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

17th of 311 rated insurance

Job description

At Allianz Life, we are driven by our mission - we secure your future - and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting equality in our communities.
The ETF Wholesaler Senior is responsible to drive sales and market penetration for the AllianzIM Defined Outcome ETFs within their assigned territory. The successful candidate must have experience with ETFs along with a strong understanding of capital markets and portfolio construction analytics, along with a consultative and client centric business development approach. The individual will work with business partners including, Internal ETF Consultants, sales management, and sales enablement. A portion of their time will be focused on coaching and mentoring of the ETF Wholesalers and new employees.
What you do:
  • Sales and relationship management:Develop, retain and grow long term relationships with financial advisors. Execute on sales targets by growing advisor base and market share in the assigned territory, through face to face, phone and virtual wholesaling. Educate advisors with varying degrees of ETF knowledge on investment strategies, product positioning, and portfolio implementation strategies. Conduct compelling group and individual presentations designed to articulate and differentiate the AllianzIM Buffered Outcome ETFs. Respond to advisor inquiries regarding ETF features and performance.
  • Time and Territory Management:Segment the advisors in the territory utilizing multiple data sources, create the territories zones and rotations, and implement the processes for efficient and targeted activity including all administrative responsibilities.
  • Mentorship, Coaching and Development:Continued learning of our product, competitive landscape, portfolio construction and product positioning through leveraging internal resources and earning industry designations. Participate in onboarding of new employees, proactively acting as a coach and mentor for their first 6 months.
  • Utilization of artificial intelligence tools and resources (e.g. generative AI).

Territory: Northern California & Pacific Northwest (OR, WA, & AK)
What you bring:
  • 8-10 years of experience required; Sales experience in asset management and ETFs. Proven sales ability and results. Excellent presentation and public speaking skills.
  • Four-year degree required or equivalent work experience.
  • Series 7 license required
  • Ability to manage extensive travel (up to 65% of time will be traveling within the territory). Evening and weekend business functions. Comfortable with talking on the phone and presenting on video calls in person.
  • You must be legally authorized to work in the U.S. without requiring immigration sponsorship now or in the future. This includes holders of H-1B, H4, L-1, L-2, TN, OPT, CPT, and other nonimmigrant visas.

101556 | Sales & Distribution | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
Join us. Let's care for tomorrow. #LI-BLS

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