Internal Wholesaler

  • Location
    Chicago, Illinois
  • Category:
    Financial Services - Financial Sales
  • Job Type:
    Direct Hire
  • Job reference:

A well know respected company in Chicago, IL is looking to fill a role for an Internal Wholesaler. This person will typically handle investor relations and client interaction. The position would be an excellent complement for someone with a finance and sales background. The prestigious reputation of the company and its entrepreneurial spirit are two aspects of the company that are very attractive for the right candidate. This company has a phenomenal culture, great benefits, tuition reimbursement, and paid over-time.

Internal Wholesaler Job Responsibilities:

  • Conduct proactive telephone sales presentations to top tier advisors  
  • Partner with Regional Directors to drive sales and assets and build relationships with advisors through execution of a defined territory plan and sales process.
  • Provide portfolio construction and practice management support to financial advisors to help them strengthen their client relationships and grow their -business.
  • Execute consistent follow up with advisors to advance the sales process and deepen advisor relationships.  
  • Demonstrate organized, efficient and effective territory management and phone skills on a consistent basis.


  • Bachelor’s degree and strong academic background required  
  • Financial services industry and sales experience preferred
  • Series 7 and 66 registration strongly preferred


  • Excellent verbal communication and presentation skills required
  • Strong organization and time management skills required
  • Strong interest in sales and the financial markets required


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