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External Wholesaler Jobs (NOW HIRING)

Careers at KKR

Internal Wholesaler

Wayne, NE · On-site

As an Internal Wholesaler, you will partner closely with an External Sales Partner , serving as a primary point of contact for financial professionals within your assigned territory. You will help ...

VanEck

Advisor Associate

Manhattan, NY · On-site

$70K - $75K/yr

Partnering with the External Wholesaler, the Internal Wholesaler will develop and maintain existing relationships and identify and acquire new business within their assigned territory to meet sales ...

Raymond James Financial, Inc.

Extensive contact with external clients is required to sell financial products and generate revenue ... internal wholesaler to deliver sales goals by identifying and fostering leads generated from ...

Group1001

Hybrid Wholesaler

Zionsville, IN

Therole requires internal support of external wholesaler(s)for the supported region(s) and actsas its own internalsupport for defined coverage.This role will report to the National Sales Manager of ...

Corebridgefinancial

Internal Wholesaler

Houston, TX · Hybrid

The internal wholesaler will work with an external wholesaler as a business development resource to financial planners and advisors for Corebridge Financial annuity products. About The Role In ...

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External Wholesaler information

See salary details

$11K

$78.3K

$118K

How much do external wholesaler jobs pay per year?

As of Aug 7, 2026, the average yearly pay for external wholesaler in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What is an external wholesaler?

An External Wholesaler is a financial services professional who represents investment products, such as mutual funds or insurance products, to financial advisors and institutions outside their own company. They travel within a specific region, building relationships with financial advisors, providing product information, training, and sales support to help increase product distribution. External Wholesalers work closely with Internal Wholesalers and other sales teams to achieve sales goals and ensure advisors have the resources they need. Their role is critical in driving sales, expanding market reach, and supporting advisors in serving their clients.

What is the difference between External Wholesaler vs Internal Wholesaler?

AspectExternal WholesalerInternal Wholesaler
CredentialsSales licenses, industry certificationsSales licenses, industry certifications
Work EnvironmentField-based, client-facingOffice-based, client support
Employer & Industry UsageFinancial services, insurance, investment firmsFinancial services, insurance, investment firms
Search & Comparison IntentUnderstanding field sales roles, client engagementUnderstanding inside sales, client support roles

External Wholesalers primarily engage with clients outside the company, focusing on field sales and relationship building. Internal Wholesalers work within the company, supporting sales teams and managing client accounts from the office. Both roles require similar credentials but differ mainly in work environment and client interaction style.

What are the key skills and qualifications needed to thrive as an external wholesaler, and why are they important?

To thrive as an External Wholesaler, you need a solid understanding of financial products, sales strategies, and market trends, typically supported by a bachelor's degree and FINRA licenses (such as Series 6 or 7 and 63). Familiarity with customer relationship management (CRM) systems, financial planning software, and presentation tools is essential for managing client portfolios and sales pipelines. Exceptional interpersonal skills, persuasive communication, and the ability to build and maintain strong client relationships set top performers apart. These skills and qualifications are crucial for driving sales growth, meeting targets, and fostering long-term partnerships in a competitive financial marketplace.

How does an external wholesaler typically collaborate with internal teams and financial advisors to achieve sales goals?

External Wholesalers frequently work in close partnership with Internal Wholesalers and other team members to develop and execute sales strategies for their assigned territory. They regularly communicate with financial advisors, providing product education, market updates, and tailored solutions to help advisors meet their clients' needs. Coordination with marketing, product, and compliance teams is also common to ensure all materials and presentations are accurate and up-to-date. Building strong relationships and maintaining effective communication with both internal colleagues and external partners are essential for success in this role.
More about External Wholesaler jobs
What cities are hiring for External Wholesaler jobs? Cities with the most External Wholesaler job openings:
What states have the most External Wholesaler jobs? States with the most job openings for External Wholesaler jobs include:
What job categories do people searching External Wholesaler jobs look for? The top searched job categories for External Wholesaler jobs are:
External Wholesaler jobs near you
Infographic showing various External Wholesaler job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Hybrid job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

Executive Director & External Wholesaler, Wirehouse Channel - PacNW

Morgan Stanley

Seattle, WA

Full-time

Posted 13 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

30th of 150 rated financial services

Job description

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.8 trillion in assets under management as of September 30, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visitwww.morganstanley.com/im.

The Eaton Vance Distribution Team provides a unique opportunity to represent MSIM in tax, direct indexing, alternatives, education, and leadership in concentrated wealth. The team is seeking a high-performing and highly motivated External Wholesaler to drive growth in gross and net sales for our broad suite of investment products, including Mutual Funds, ETFs, SMAs, and Alternative Investments within the Wirehouse channel across the Pacific Northwest. The ideal candidate is a strategic, relationship-driven sales professional with a proven track record of increasing AUM for the firm, maintaining high-level relationships with Financial Advisors, and delivering top-tier consultative sales presentations.

Responsibilities

  • Develop andmaintainsales programs with assigned intermediaries.

  • Execute a strategic business plan to drive gross and net sales, targeting Top-TierFinancialAdvisors within Wirehouse branch officesin the Pacific Northwest - Washington, Oregon, and Alaska.

  • Identifyclient needs and coordinate efforts to service assigned intermediaries.

  • Build andmaintainlong-term relationships with Financial Advisors, Branch Managers,andComplex Directors to increase firm footprint and market share.

  • Act as a subject matter expert on the company's investment products, portfolio construction, and asset allocation, providing tailored solutions to meet advisor needs.

  • Conduct sales promotion and product training meetings for assigned intermediaries and existing or prospective mutual fund shareholders and/or clients.

  • Work in conjunction with an Internal Consultant to fulfill the business plan for the territory.

  • Coordinate with all firm COI's, PM/IPMS, the Wealth Strategy Group, MSIM Alternatives and the Advisor Institute.

  • Complete administrative tasks,i.e.submittingcall and expense reportsin a timely manner.

Requirements

  • 7+ years of relevant external sales experience within the asset management industry.

  • Bachelor's degree or equivalent required.

  • FINRA Series 7, 63 or 66 licensesrequired.

  • Strong knowledge of asset allocation, portfolio construction, capital markets, and alternative investments.

  • Proven sales success and established relationships with Wirehouse advisors.

  • Excellent communication, presentation, and interpersonal skills.

  • Strong leadership and decision-making skills.

  • Advanced computerproficiency, including Morningstar Direct and Salesforce.

  • Willingness and ability to travel.

Who you are

  • Operateswitha strong senseof ethics and integrity in your interactions with others and decision making.

  • Takesaccountability and ownership in your work with a focus on long-term value creation.

  • Track recordof fosteringa culture of honesty,transparencyand accountability within teams.

  • Proven ability to collaborate across teams to deliveroptimalsolutions for clients.

  • A passion for innovation, witha continuous improvement mindset to drive excellence.

  • Respect for individual differences, with an openness to diverse perspectives.

  • Engagement in community service,volunteeringorcorporate citizenship initiatives.

  • Commitment to mentoring and supportingprofessionalgrowth of others.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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