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Mutual Funds Wholesale Specialist | Portfolio Relations
Job in
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listed on 2026-07-10
Listing for:
Harborside Group
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Harborside Group in Baltimore, MD is seeking a Mutual Fund Wholesaler/Portfolio Specialist to join our sales team. You will represent client investment philosophy to the Financial Advisor channel and collaborate with portfolio managers to articulate strategies externally.
Ideal candidates possess Series 6 or 7, strong client relationship skills, and experience with CRM software and Microsoft Excel. No travel required; apply with resume and cover letter to and
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