Internal Wholesaler - New York

Only for registered members New York, United States

18 hours ago

Default job background
$26,000 - $48,000 (USD) per year *
* This salary range is an estimation made by beBee
Launch Your Career in Asset Management · Internal 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 i ...
Job description
Launch Your Career in Asset Management

Internal 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.

This is where future Regional Directors get built.

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.

Send resume to


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