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- San Diego CA. The Mutual Fund External Wholesaler is the expert in BOKF products inside and out. 3 Ways Technology Can Optimize The Wholesaler Role Equisoft The Plan is an incentive program that combines monthly and. Mutual fund wholesaler . Second invest in your knowledge and skills by pursuing credentials such as the CLU designation for insuranceannuity wholesalers and CIMA certification for investment wholesalers because the demand on you to provide real expertise is only going to increase as you begin to deal more with centralized teams of experts within advisory firms and as advisors in general are compelled to. As an internal wholesaler you will be responsible for making daily sales phone calls to your territory with the goal of increasing sales through partnerships. You will be a trusted advisor for our high-net-worth clients. On the other hand an investment advisor may look at a broader picture which may include assessment of the investors assets liabilities inco

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