Internal Wholesaler

Internal Wholesaler | Financial Services

Already licensed with your Series 7 63?

Ready to launch a career in sales within asset management?

If you're looking for more than a support role and want to become part of the revenue-driving side of the business, this is an outstanding opportunity to start your career in investment distribution. This is where successful External Wholesalers get their start.

What You'll Be Doing:

• Partner directly with an experienced Regional Director to grow and develop a sales territory.
• Build relationships with financial advisors through proactive outbound calls.
• Present investment strategies with confidence and professionalism.
• Generate qualified sales opportunities and build pipeline
• Develop long-term advisor relationships through consistent follow-up.
• Track activity and sales progress within the CRM.
• Execute a daily call strategy in a fast-paced, metrics-driven environment

Who Were Looking For:

• 1–3 years of financial services experience.
• Active FINRA Series 7 63 licenses required.

And you should have...

Strong communication skills and confidence on the phone
- Competitive, resilient, and highly motivated to succeed
- Organized, coachable, and eager to learn
- Looking to build a long-term career in asset management sales.