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Financial Internal Wholesaler Jobs (NOW HIRING)

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The internal wholesaler will work with an external wholesaler as a business development resource to ...

Position Overview Global Atlantic Financial Group has a compelling opportunity for a driven ... As an Internal Wholesaler, you will partner closely with an External Sales Partner , serving as a ...

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The internal wholesaler will work with an external wholesaler as a business development resource to ...

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The internal wholesaler will work with an external wholesaler as a business development resource to ...

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The internal wholesaler will work with an external wholesaler as a business development resource to ...

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The internal wholesaler will work with an external wholesaler as a business development resource to ...

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The Internal Wholesaler acts on behalf of the Regional Vice President in their absence, providing ...

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... The internal wholesaler will work with an external wholesaler as a business development resource to ...

You will develop and maintain ongoing business relationships with financial professionals within ... Internal Wholesaler I - $67,000 with a target amount of $88,300 Internal Wholesaler II - $73,000 ...

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Financial Internal Wholesaler information

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$11

$27

$45

How much do financial internal wholesaler jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for financial internal wholesaler in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial internal wholesaler, and why are they important?

To excel as a Financial Internal Wholesaler, you need a solid understanding of investment products, sales strategies, and often a bachelor's degree in finance or a related field, with FINRA Series 6, 7, and 63/66 licenses commonly required. Familiarity with CRM platforms, sales analytics tools, and presentation software is essential for managing client relationships and tracking performance. Exceptional communication, relationship-building, and persuasive skills help differentiate top performers in this client-focused role. These competencies are crucial for effectively supporting external wholesalers, driving sales, and building strong partnerships with financial advisors.

How does a financial internal wholesaler typically interact with external sales teams and financial advisors?

Financial Internal Wholesalers play a vital support role by partnering closely with external wholesalers and financial advisors. They handle inbound inquiries, provide product information, prepare sales materials, and help develop strategies to grow business within assigned territories. Regular collaboration with external sales teams ensures consistent messaging and smooth client follow-up. This teamwork-driven environment helps internal wholesalers build strong industry relationships and develop skills that can lead to advancement into external sales or management roles.

What is a financial internal wholesaler?

A Financial Internal Wholesaler is a sales professional who works within financial services firms to support external wholesalers and financial advisors. They primarily operate from the company's office, providing product information, sales support, and training to help advisors better understand and sell investment products like mutual funds, annuities, or insurance. Internal wholesalers build and maintain relationships over the phone or via email, helping to drive sales and achieve the firm's goals. Their expertise and support are essential in educating advisors and responding to client inquiries efficiently.
More about Financial Internal Wholesaler jobs
What cities are hiring for Financial Internal Wholesaler jobs? Cities with the most Financial Internal Wholesaler job openings:
What states have the most Financial Internal Wholesaler jobs? States with the most job openings for Financial Internal Wholesaler jobs include:
What job categories do people searching Financial Internal Wholesaler jobs look for? The top searched job categories for Financial Internal Wholesaler jobs are:
Infographic showing various Financial Internal Wholesaler job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Internal Wholesaler

Boutique Recruiting

North Charleston, SC • On-site

Full-time

Medical, Retirement, PTO

Posted 9 days ago


Job description

Position Title: Internal Wholesaler
Salary Range: $60,000-$100,000 DOE + Bonus or Commission Potential
This is a ground-floor opportunity to help scale a fast-growing, values-driven investment firm with ambitious plans for the future. The Internal Wholesaler will drive adoption of the firm's six proprietary ETFs by building relationships with financial advisors, communicating each fund's value and generating new business through consistent, high-volume outreach. This role is ideal for a polished, tech-savvy sales professional who loves connecting with people, earns trust quickly and brings the ambition, curiosity and attention to detail required to build something meaningful.
Internal Wholesaler Responsibilities:
  • Develop and maintain strong relationships with financial advisors and RIA professionals
  • Conduct high-volume outbound calls to introduce the firm's ETFs and generate new business
  • Educate advisors on fund strategies, performance, positioning, and appropriate client applications
  • Promote faith-based ETF solutions to advisors serving clients who want their investments aligned with their values
  • Identify qualified prospects and build a consistent pipeline of new opportunities
  • Follow up with advisors through phone calls, emails, meetings and relationship-building activities
  • Clearly differentiate the firm's ETFs within a competitive investment marketplace
  • Track prospect activity, advisor engagement and sales opportunities using internal systems
  • Collaborate with senior leadership and the ETF team to refine outreach strategies and messaging
  • Represent the firm professionally at advisor meetings, client events and industry functions

Internal Wholesaler Requirements:
  • Bachelor's degree required
  • Active FINRA Series 7 license required
  • Active FINRA Series 63 or Series 66 license required
  • At least 1 year of financial services, advisory, or investment sales experience
  • Excellent verbal, written, and relationship-building skills
  • High level of technical proficiency and the ability to learn new platforms quickly
  • Exceptional attention to detail, sound judgment and strong follow-through
  • Ability to work in the North Charleston office two to three days per week

Benefits:
  • Annual bonus or negotiable commission potential
  • Blue Cross Blue Shield Platinum medical coverage with 70% of the employee premium paid
  • 401(k) with a 4% company match when contributing 5%
  • 20 days of paid time off
  • Paid NYSE holidays
  • Flexible hybrid schedule with two to three in-office days per week
  • Relocation assistance available

If you are a driven financial services professional who thrives on building relationships, winning new business, and growing alongside an emerging investment firm, apply today!
#LI-KJ1 #LI-SB1

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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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