Tax & Wealth Solutions Wholesaler

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Create and implement a territory/business development strategy centered around tax-efficient wealth and investment solutions.

• Cultivate relationships with CPAs, tax advisors, financial advisors, RIAs, broker-dealers, family offices, and other professional referral sources.

• Spot opportunities where investment, wealth management, insurance, and tax strategies can integrate effectively.

• Educate advisors and professional partners about available investment products and tax-related factors.

• Establish connections with business owners, entrepreneurs, executives, and high-net-worth individuals through professional referral networks.

• Conduct meetings with advisors, presentations, educational sessions, and networking events.

• Discover new opportunities related to alternative investments, private placements, tax-advantaged strategies, and wealth planning.

• Collaborate closely with Exemplar's professionals in tax, wealth, insurance, legal, and business advisory to uncover cross-disciplinary opportunities.

• Provide insights on market trends, investments, and tax planning while adhering to regulatory and compliance standards.

• Keep precise records of CRM activities, pipeline status, and relationship management.

• Represent Exemplar at industry conferences, CPA gatherings, wealth management events, and other professional networking functions.

• Assist in expanding Exemplar's network of advisors and professional referral partners.

⛳️ Requirements

• Required: FINRA Series 7 and Series 63 licenses.

• Preferred: Bachelor's degree in Finance, Business, Accounting, Tax, Marketing, or a related field.

• Over 5 years of experience in investment sales, financial services, wealth management, wholesaling, tax-focused financial services, or business development.

• Strong knowledge of tax-efficient investing, alternative investments, private placements, wealth planning, or similar strategies.

• Preferred experience working with CPAs, tax professionals, financial advisors, RIAs, broker-dealers, or other professional referral networks.

• Awareness of how tax implications affect business owners, executives, entrepreneurs, and high-net-worth individuals.

• Proven track record of building relationships and driving new business opportunities.

• Excellent communication, presentation, negotiation, and relationship management abilities.

• Entrepreneurial mindset with the capability to develop and manage a personal book of business.

• Willingness to travel for advisor meetings, conferences, and networking events as necessary.

• Existing connections with CPAs, financial advisors, RIAs, or other professional referral sources are highly desirable.

🏝️ Benefits

• Entrepreneurial 1099 partnership opportunity offering flexibility and autonomy.

• Access to Exemplar's multidisciplinary platform encompassing tax, wealth, insurance, legal, and business advisory services.

• Opportunity to collaborate with seasoned tax and wealth professionals.

• Operational, marketing, and leadership support tailored to assist in business growth.

• Access to a national professional network and cross-referral opportunities.

• Flexible remote work environment.

• Chance to develop a business aimed at helping advisors and their clients address tax, wealth, and investment needs comprehensively.