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Wholesaler – Investment Sales

Company Overview

Wilshire Finance Partners is a leader in real estate-based, fixed income alternative investments. We seek talented wholesalers to help drive new relationship development and AUM growth.

 

The Opportunity

Join a growing organization with a strong track record focused on a market segment with a growing demand for returns and cash flow.

Our investment salespeople have the competitive advantage of a 1 year, fixed income investment that has generated audited historical returns between 7% and 8%, delivers monthly cash flow and has maintained a stable NAV.

As wholesaler at Wilshire, you will work from our new Orange County, California offices and hold a hybrid internal/external role.  Using your business development and sales skills to build on your network, you will prospect, educate and close investment sales through independently registered investment advisers, wealth managers, family offices, institutional investors, and high net worth individuals.

Requirements

  • 5 or more years of securities sales experience, such as:
    • Wholesaling experience
    • Capital raising experience for endowments or similar entities
  • Experience selling to Registered Investment Advisors, Wealth Managers, Family Offices, High Net Worth Individuals and Institutional Investors
  • Proven business development, sales and closing skills
  • Superior phone skills – ability, willingness and desire to make 60 dials a day
  • Organized and proactive
  • Works independently and as part of a team
  • High level of ethics and integrity
  • Professional appearance and demeanor
  • Bachelor’s degree
    • Licensing: Series 7 and 63 or 65. Series 24 is a plus, but not required.

Rewards

  • Competitive base salary
  • A strong incentive plan that rewards performance
  • Company benefits

Location

  • Newport Beach, California
  • Some travel is required

Why Wilshire

  • Strong track record
  • Growing company
  • Well-positioned in a growing market segment

Rewards

  • Base salary
  • Incentive compensation that rewards performance
  • Health benefits

For immediate consideration:

  • Email: dpelgrim@wilshirefp.com
  • Mail:
    Wilshire Finance Partners
    1400 Newport Center Drive, Suite 250
    Newport Beach, CA 92660
    Attention: Recruiting
567-2nd-row-person
Questions? Send us an email.
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