UIT External Wholesaler - based in Ohio/Western PA, covering Ohio, Pennsylv at SmartTrust®

, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Aug, 26

Salary

80000.0

Posted On

13 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wholesaling, Relationship Management, Financial Analysis, Sales Presentations, Customer Relationship Management, Capital Markets Knowledge, Verbal Communication, Written Communication, Organizational Skills, Strategic Planning

Industry

Financial Services

Description

UIT External Wholesaler - based in Ohio/Western PA, covering Ohio, Pennsylvania, Kentucky, and West Virginia If you are a highly motivated individual looking to join a vibrant, growing company, SmartTrust® may be the right choice for you. Overview SmartTrust® is one of the country's top Unit Investment Trust (UIT) sponsors, committed to delivering high-quality growth and income investments to help meet the growing needs of today's demanding investors and financial advisors. We are headquartered just outside of NYC, in Parsippany, NJ, and deposited our first UIT in 2003. We have had substantial growth for four years (since 2020), and are on track for our best sales year so far. As of December 2025, UIT assets under management were over $2 billion. For more information about SmartTrust®, please visit www.smarttrustuit.com. We are searching for an experienced External Wholesaler based in the Ohio/Western Pennsylvania area to expand our experienced team. The primary role of the External Wholesaler is to partner with their internal Wholesaler and other staff to build strong selling relationships with Financial Professionals. You are responsible for raising assets in your assigned territory, given our ever-expanding suite of Unit Investment Trusts (UITs).. Responsibilities: Develop relationships with Financial Advisors through meetings and outbound calls Assist financial professionals in finding solutions to their clients’ financial concerns and goals Partner with an experienced internal sales force to grow a regional and national footprint Respond knowledgably to inbound product, sales, and service requests. Build and maintain strong partnerships with key decision makers, including senior management, to grow and build your region and business Participate in sales idea roundtable discussions and feedback sessions. Track prospects and existing relationships through a sales process using the organization's internal Customer Relationship Management platform. Work with the internal wholesaler to establish an effective advisor meeting schedule Establish and maintain strong relationships with individual investment advisors while providing sales support Help investment advisors increase their business by updating them on current marketing materials, generating and communicating sales ideas, and informing them of upcoming webinars/seminars in their area. Qualifications Bachelor's degree or equivalent combination of education/experience Series 7 license 3 years of wholesaling experience preferred Strong financial industry and capital markets knowledge Strong customer relationship management and servicing skills Strong verbal communication skills and the ability to present effectively over the phone, combined with strong written communication skills. A genuine desire to help others on the team and those to whom you are selling Excellent interpersonal, relationship management, and organizational skills Enthusiastic and results-oriented • Ability to prioritize work in a fast-paced environment Benefits Competitive compensation Open and supportive team-based environment Full medical and dental benefits 401(k) plan with company match The base salary range for this trainee position is $80,000.00 per year, plus variable compensation. Please note this role requires in-person attendance. Placement in the range will vary based on performance throughout the training period. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan. SmartTrust® is a division of Hennion & Walsh Inc. Member FINRA, SIPC

Responsibilities

The External Wholesaler is responsible for raising assets in their assigned territory by building strong selling relationships with Financial Professionals. They partner with internal wholesalers to grow the regional footprint and provide sales support and product solutions to advisors.