Internal ETF Sales Associate (1-3 Years of ETF Experience Required)

About VistaShares

Founded in 2024, VistaShares is one of the fastest-growing ETF platforms in the industry, reaching $2.5 billion in assets across 13 ETFs in less than two years. Founded by industry veteran, Adam Patti and Jon McNeill, VistaShares is redefining ETF investing through innovative strategies that combine rules-based portfolio construction with insights from leading industry experts. Our mission is simple: build differentiated, high-quality investment solutions designed to meet the evolving needs of investors.

As a rapidly growing firm, VistaShares offers the opportunity to make a meaningful impact, take ownership, and help shape the future of an innovative investment platform.

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The Opportunity

VistaShares seeks motivated, results-oriented Internal Sales Associates to work with experienced Sales Directors, develop financial advisor relationships, and contribute to the growth of its ETF distribution business.

Work Arrangement

This position is initially remote. VistaShares anticipates transitioning to an office-based work environment in Delray Beach, Florida, in mid-2027. Candidates should be open to working from the Delray Beach office following this transition . Specific in-office requirements have not yet been finalized. (Expect 3-4 days in office)

Key Responsibilities

• Prospect and qualify financial advisors across RIA, independent broker-dealer, and wirehouse channels.

• Partner with Sales Directors on territory plans and targeted sales campaigns.

• Conduct proactive outbound calls, email outreach, virtual presentations, and advisor follow-ups.

• Build relationships with existing and prospective financial advisor clients.

• Explain ETF strategies, investment positioning, and product differentiators using approved materials.

• Identify opportunities using CRM systems, advisor databases, and market research.

• Coordinate advisor meetings, product education sessions, and follow-up activities.

• Maintain accurate CRM records and track engagement and pipeline activity.

• Collaborate with marketing and investment teams on launches and distribution initiatives.

Required Qualifications

• Bachelor's degree.

• 1–3 years of relevant financial services, asset management sales, or advisor-facing experience.

• Strong communication, presentation, relationship-building, and organizational skills.

• Familiarity with investment products and financial advisor distribution channels.

FINRA Series 7 and 63 licenses.

Preferred Qualifications

• Internal wholesaling experience with ETFs, mutual funds, or other investment products.

• Experience with Salesforce, HubSpot, Excel, and prospecting tools.

• Existing advisor relationships and knowledge of ETF markets preferred.

Why VistaShares

Direct exposure to experienced distribution professionals; opportunities to support product launches and develop a career in ETF distribution.

Compensation & Benefits

VistaShares' compensation package includes a competitive market salary. The base salary range for this position is $70,000 – $75,000. In addition, employees are eligible for commission and discretionary bonuses, and a competitive benefits package.

Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location.

Mission, Vision & Values:

VistaShares is committed to delivering a better investment and financial experience through the quality of our products and solutions. Our employees strive for excellence and innovation, work with transparency and accountability, and show each other fairness and respect. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.

VistaShares is proud to be an Equal Opportunity Employer, committed to diversity and consideration of all applicants and existing employees for all positions. We evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.