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Internal Sales Desk Associate – Series 7

Overview

The Internal Sales Associate role is designed for motivated early-career professionals eager to build a rewarding career in the investment management industry. SmartTrust® offers a dynamic environment that blends financial markets, advisor relationship management, and consultative sales within one of the nation’s leading Unit Investment Trust (UIT) sponsors.

You’ll begin your journey with a comprehensive introduction to our UIT platform, product lineup, and sales process. Through collaboration with senior leadership and experienced external wholesalers, you’ll develop the knowledge, communication skills, and strategic mindset needed to succeed in advisor distribution and asset growth.

SmartTrust® has been delivering innovative growth and income solutions since 2003 and is proud to rank among the top five UIT sponsors in the United States, with over $2 billion in assets under management.

As an Internal Sales Associate, you will:

• Build and maintain relationships with Financial Advisors nationwide through proactive outreach, consultation, and product education.
• Partner with external wholesalers to drive sales and develop regional strategies.
• Represent SmartTrust® with professionalism and expertise, becoming a trusted resource for investment insights and market updates.
• Collaborate with marketing and product teams to distribute sales ideas, webinars, and updated materials.
• Manage client data and communications within a CRM platform, ensuring accurate reporting and pipeline tracking.
• Participate in ongoing sales training, industry education, and firm development programs.
• Lead or assist with special initiatives designed to expand distribution or improve operational efficiency.

We’ll trust you to

• Demonstrate strong knowledge of investment markets and product structures, including UITs, ETFs, and CEFs.
• Analyze market trends and communicate their impact on SmartTrust® strategies and holdings.
• Exhibit initiative, curiosity, and the ability to learn quickly in a fast-paced sales environment.
• Uphold our culture of collaboration, integrity, and excellence in every advisor interaction.

You’ll need to have:

• Bachelor’s degree or equivalent professional experience
• FINRA Series 7 & 63 license
• 1–3 years of financial services or client service experience preferred
• Strong communication, presentation, and relationship management skills
• A team-first mindset and desire to grow within a national distribution organization

Why SmartTrust^®

SmartTrust® is the UIT division of Hennion & Walsh, Inc., a FINRA-registered broker/dealer and investment firm headquartered in Parsippany, NJ. Since our founding, we’ve remained committed to delivering high-quality growth and income investments designed to meet the evolving needs of investors and financial professionals.

We foster an open, supportive, and entrepreneurial environment where initiative is rewarded, collaboration is valued, and career growth is encouraged. Many team members go on to senior internal wholesaling, external wholesaling, or strategic operations roles within the firm.

Compensation & Benefits

• Base Salary: $50,000 per year and up, based on experience
• Variable Compensation: Performance-based incentives
• Benefits: Full medical and dental coverage, 401(k) plan with company match, paid time off, and professional development support

The base salary range for this trainee position is $50,000.00 per year, plus variable compensation.  Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.

SmartTrust® is a division of Hennion & Walsh Inc. Member FINRA, SIPC