Company Description Liberty One Investment Management, LLC (LOIM) is an SEC-registered investment advisor focused on creating and promoting thoughtful, easy-to-use investment allocations for financial advisors and their clients. The firm was founded out of a high-producing retail practice that built its own strategies when existing mutual funds, ETFs, and asset managers did not meet its needs. After proving successful internally, these strategies were made available to other advisors, emphasizing practical solutions and risk-aware portfolio construction.
\n \nRole Description This is a full-time remote role for an External Wholesaler at Liberty One Investment Management. The External Wholesaler will build and maintain relationships with financial advisors and other distribution partners, presenting LOIM strategies and supporting them in positioning these solutions with advisors. Day-to-day responsibilities include scheduling and conducting virtual and in-person meetings, delivering product presentations, and providing ongoing consultative support and market insights. The role also involves developing territory business plans, tracking sales activity and pipeline, and collaborating with internal teams on marketing initiatives and client communication. The External Wholesaler is expected to work proactively to grow assets under management while adhering to all regulatory, compliance, and firm guidelines.
\n \n1/3 of time will be spent traveling within territory or industry conferences outside of territory.
\n \nQualifications
\nCompensation
\nSalary + Commission
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