Tax & Wealth Solutions Wholesaler

Exemplar Companies, PBC

. Develop and execute a territory/business development plan focused on tax-efficient wealth and investment solutions .

Posted 9/29/2026contractRemote • Massachusetts • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax-efficient investing, alternative investments, and wealth planning while effectively building and managing relationships with financial professionals and high-net-worth individuals. Proficient in developing business strategies and providing insights within regulatory compliance.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 63 LicenseTax-Efficient InvestingWealth ManagementBusiness Development

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment SalesFinancial ServicesWealth PlanningAlternative InvestmentsPrivate PlacementsTax StrategiesCRM ManagementMarket InsightsRegulatory ComplianceNetworking

Soft Skills

CommunicationPresentationNegotiationRelationship ManagementEntrepreneurial Mindset

Certifications & Qualifications

Bachelor's Degree in FinanceBachelor's Degree in BusinessBachelor's Degree in AccountingBachelor's Degree in TaxBachelor's Degree in Marketing

Industry Keywords

CPAsTax AdvisorsFinancial AdvisorsRIAsBroker-DealersFamily OfficesHigh-Net-Worth IndividualsProfessional Referral NetworksInvestment OfferingsEducational Events

About the role

Key responsibilities & impact

Develop and execute a territory/business development plan focused on tax-efficient wealth and investment solutions
Build relationships with CPAs, tax advisors, financial advisors, RIAs, broker-dealers, family offices, and other professional referral sources
Identify opportunities where investment, wealth management, insurance, and tax strategies can work together
Educate advisors and professional partners on available investment offerings and tax-related considerations
Develop relationships with business owners, entrepreneurs, executives, and high-net-worth individuals through professional referral networks
Conduct advisor meetings, presentations, educational events, and networking opportunities
Identify new opportunities involving alternative investments, private placements, tax-advantaged strategies, and wealth planning
Work closely with Exemplar's tax, wealth, insurance, legal, and business advisory professionals to identify cross-disciplinary opportunities
Provide market, investment, and tax-planning insights within applicable regulatory and compliance guidelines
Maintain accurate CRM activity, pipeline, and relationship records
Represent Exemplar at industry conferences, CPA events, wealth management events, and other professional networking opportunities
Help expand Exemplar's network of advisors and professional referral partners

Requirements

What you’ll need

FINRA Series 7 and Series 63 licenses required
Bachelor's degree in Finance, Business, Accounting, Tax, Marketing, or related field preferred
5+ years of experience in investment sales, financial services, wealth management, wholesaling, tax-focused financial services, or business development
Strong understanding of tax-efficient investing, alternative investments, private placements, wealth planning, or related strategies
Experience working with CPAs, tax professionals, financial advisors, RIAs, broker-dealers, or other professional referral networks strongly preferred
Understanding of how tax considerations impact business owners, executives, entrepreneurs, and high-net-worth individuals
Demonstrated success building relationships and generating new business
Strong communication, presentation, negotiation, and relationship-management skills
Entrepreneurial mindset with the ability to develop and manage a book of business
Ability to travel for advisor meetings, conferences, and networking events as needed
Existing relationships with CPAs, financial advisors, RIAs, or other professional referral sources highly desirable

Benefits

Comp & perks

Entrepreneurial 1099 partnership opportunity with flexibility and autonomy
Access to Exemplar's multidisciplinary platform across tax, wealth, insurance, legal, and business advisory
Ability to collaborate with experienced tax and wealth professionals
Operational, marketing, and leadership support designed to help grow your business
Access to a national professional network and cross-referral opportunities
Flexible remote work environment
Opportunity to build a business focused on helping advisors and their clients address tax, wealth, and investment needs holistically