Internal Wholesaler - New York
18 hours ago

Job description
Launch Your Career in Asset ManagementInternal Wholesaler | Financial Services
Licensed. Competitive. Hungry to build something real?
If you've got your Series 7 & 63 and you're ready to step into a revenue-driving role — not just answer phones — this is your entry point into the distribution side of investment management.
What You'll Actually Be Doing
You'll sit on the front lines of sales, partnering directly with a Regional Director to grow a territory.
Drive outbound calls to financial advisors
Position investment strategies with clarity and confidence
Turn conversations into pipeline
Build repeat relationships, not one-off touches
Track activity and momentum inside CRM
Own a daily call strategy that moves the needle
This is a metrics-driven, performance environment — and that's a good thing.
Who Wins Here
1–3 years in financial services (internships count if strong)
Bachelor's degree
Active FINRA Series 7 & 63 (required)
Competitive mindset with resilience
Organized, coachable, and confident on the phone
Motivated by growth, income potential, and career trajectory
Why It's Worth It
Clear path to External Wholesaler
Direct exposure to senior sales leadership
Real earning potential tied to performance
High-energy, team-oriented culture
If you want to break into the distribution side of asset management and build a long-term career — not sit in an operational seat — this is your move.
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