Wholesaler

Registered Representative Wholesaler (1099 Partner Opportunity)Exemplar Companies is a values-driven professional services firm built on a quadruple bottom line philosophy: people, purpose, profit, and impact. We partner with entrepreneurial professionals who want to build meaningful businesses while leveraging the support, infrastructure, and collaborative network of a national platform.At Exemplar, we believe professionals should have the freedom to lead with purpose, grow strategically, and operate without the limitations of traditional corporate environments.Position SummaryExemplar Companies is seeking an experienced Registered Representative Wholesaler to drive strategic distribution growth and advisor engagement across assigned markets and channels. This individual will be responsible for developing relationships with financial advisors, broker-dealers, RIAs, and other financial intermediaries while promoting the firm's investment offerings and solutions.This opportunity is ideal for a high-performing, relationship-driven professional who thrives in an entrepreneurial environment and is motivated by business development, strategic partnerships, and long-term growth.Key ResponsibilitiesDevelop and execute a territory business plan designed to achieve or exceed sales and growth objectivesBuild and maintain strong relationships with financial advisors, broker-dealers, RIAs, and distribution partnersConduct advisor meetings, educational presentations, and client engagement events to strengthen relationships and increase product utilizationIdentify and cultivate new business opportunities within assigned territories and channelsProvide market insights, investment updates, and product education in accordance with FINRA and compliance guidelinesCollaborate with internal teams, including marketing, operations, compliance, and leadership, to ensure consistent messaging and advisor supportMaintain accurate activity tracking, pipeline management, and advisor communications within CRM systemsRepresent Exemplar Companies at conferences, networking events, and industry meetingsPartner cross-functionally to support strategic growth initiatives and advisor engagement effortsQualificationsFINRA Series 7 and Series 63 licenses requiredBachelor's degree in Finance, Business, Marketing, or related field preferred5+ years of experience in investment sales, wholesaling, financial services, or business developmentStrong understanding of alternative investments, private placements, and advisor distribution channelsDemonstrated success in meeting or exceeding sales and relationship management goalsExcellent communication, presentation, negotiation, and interpersonal skillsSelf-starter with an entrepreneurial mindset and strong business development capabilitiesAbility to travel within the assigned territory as neededExperience working with both warehouse and independent broker-dealer channels preferredExisting advisor relationships and established networks are highly desirableWhat We OfferEntrepreneurial 1099 partnership opportunity with flexibility and autonomyAccess to Exemplar's collaborative national platform and professional networkOperational, marketing, and leadership support designed to help grow your businessA values-driven culture focused on innovation, impact, and long-term successOpportunity to work alongside experienced professionals across multiple disciplinesFlexible remote work environmentWho You AreA relationship-builder who values trust, integrity, and long-term partnershipsA strategic professional who thrives in a growth-oriented environmentA motivated self-starter ready to expand a book of businessA collaborative leader who embraces innovation and forward-thinking solutionsA professional seeking greater purpose, flexibility, and ownership in their careerJoin Exemplar CompaniesIf you are ready to grow your business, expand your impact, and partner with an organization committed to innovation, collaboration, and purpose-driven leadership, we encourage you to apply for confidential consideration.