ZipRecruiter

Log In

1

Financial Wholesaler Jobs (NOW HIRING)

Corebridge Financial

Internal Wholesaler

Houston, TX · On-site

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... Together with the external wholesaler this position is responsible for developing new and ...

Corebridge Financial

Internal Wholesaler

Houston, TX · On-site

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 ...

Corebridge Financial

Internal Wholesaler

Houston, TX · On-site

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 ...

Focus Financial Partners

Hybrid Wholesaler

Stamford, CT · On-site

$85K - $90K/yr

The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining ... Manage and grow relationships with a defined book of financial advisors across assigned territories

Careers at KKR

Internal Wholesaler

Wayne, NE · On-site

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 ...

Focus Financial Partners

Hybrid Wholesaler

Stamford, CT · Hybrid

$85K - $90K/yr

The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining ... Manage and grow relationships with a defined book of financial advisors across assigned territories

next page

Showing results 1-20

All JobsBusiness JobsProcurement JobsPurchasing Specialist JobsFinancial Wholesaler Jobs

Financial Wholesaler information

See salary details

$11

$27

$45

How much do financial wholesaler jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for financial 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 is a financial wholesaler?

A Financial Wholesaler is a professional who acts as an intermediary between investment product providers, such as mutual fund companies or insurance firms, and financial advisors or brokers. Their main role is to educate and promote financial products to advisors, helping them understand the benefits and features to better serve their clients. Financial Wholesalers typically travel to meet with advisors, provide product training, offer marketing support, and build relationships to increase product sales. They must have deep knowledge of financial markets, products, and regulatory requirements.

How does a financial wholesaler collaborate with financial advisors and internal sales teams to drive business growth?

Financial Wholesalers regularly work alongside financial advisors to educate them on investment products and provide support for client-facing presentations. In addition, they collaborate closely with internal sales teams, sharing market trends and feedback to develop targeted sales strategies. This partnership often involves joint meetings, ongoing product training, and coordinated marketing efforts to expand market reach and achieve sales goals. Effective communication and relationship-building skills are essential, as the role is highly collaborative and relies on teamwork to succeed.

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

To thrive as a Financial Wholesaler, you need a solid understanding of investment products, sales strategies, and financial markets, usually supported by a bachelor's degree and relevant licenses such as FINRA Series 6, 7, and 63/65/66. Familiarity with CRM systems, financial planning software, and market analytics tools is typically required. Exceptional communication, relationship-building, and negotiation skills help you stand out when working with financial advisors and institutional clients. These skills and qualifications are crucial for effectively driving product sales, building strong client partnerships, and meeting revenue targets in a competitive industry.

What is the difference between Financial Wholesaler vs Financial Advisor?

AspectFinancial WholesalerFinancial Advisor
CredentialsTypically requires Series 7 and 63 licensesRequires Series 7, 66, or 65 licenses, plus CFP or similar certifications
Work EnvironmentWorks for firms, promoting products to financial professionalsWorks directly with individual clients or institutions to provide financial planning
Employer & Industry UsageUsed by financial product companies and wholesalersUsed by independent or firm-based financial planners and advisors

Financial wholesalers primarily promote financial products to advisors, while financial advisors work directly with clients to develop personalized financial plans. The roles differ in focus, licensing, and client interaction, though both require similar licenses and industry knowledge.

How much does a financial wholesaler make?

A financial wholesaler typically earns between $70,000 and $120,000 annually, with compensation often including bonuses based on sales performance. Entry-level positions may start lower, while experienced wholesalers with strong client networks can earn higher incomes, especially in competitive markets.

Is being a financial wholesaler a good job?

A financial wholesaler is responsible for promoting and selling financial products to advisors and institutions, often requiring strong communication and industry knowledge. The role can offer competitive compensation, opportunities for advancement, and a dynamic work environment, but it may also involve travel and high performance expectations.
More about Financial Wholesaler jobs

What cities are hiring for Financial Wholesaler jobs?

Cities with the most Financial Wholesaler job openings:

What states have the most Financial Wholesaler jobs?

States with the most job openings for Financial Wholesaler jobs include:

What are popular job titles related to Financial Wholesaler jobs?

For Financial Wholesaler jobs, the most frequently searched job titles are:

Financial Wholesaler jobs near you
Infographic showing various Financial Wholesaler job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Financial Services Internal Wholesaler

Carmel, IN • On-site

Zentech Consulting
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Zentech Consultingexternal

Full-time

Re-posted 7 days ago

Job description

Company Description
Our client is a private firm with an independent charter, focused on doing what's right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, 7,500 associates make the needs of our client's investors their top priority every day. Our client serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that includes one of the largest mutual fund families in the U.S. by assets under management.
Job Description
As an Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the external wholesaler, with existing financial advisers in order to sell products, which include mutual funds and annuities.
Execute strategic business coverage by partnering with the external wholesaler to cover assigned territory
• Initiate sales by making personalized proactive outbound calls to financial advisors (50-60 outbond calls per day)
• Exhibit deep knowledge of investments and investment concepts
• Deliver effective presentations to promote the Company
• Use client relationship management (SalesForce) database to track client interactions and the progression of each client relationship.
Qualifications
• Bachelor's degree preferred
• FINRA 6, 63, 65 required for this position
o MUST pass the FINRA licensing exams for the 6, 63 within 5 weeks of hire
o MUST pass the FINRA licensing exam for the 65 within 3 attempts
• 2+ years of direct sales experience
• Clear and concise communication with an expertise in adapting to different audiences
• Ability to articulate specific sales strategy and process
• Well-organized with acute attention to detail
Additional Information
All your information will be kept confidential according to EEO guidelines.
ZenTech Consulting logo

About ZenTech Consulting

Sourced by ZipRecruiter

Working with ZenTech Consulting offers potential applicants a unique experience versus a traditional job search. Choosing to begin your job search with ZenTech gives you immediate access to positions at leading companies that partner with us. The opportunity to work with a professional recruiter to identify your strengths, skills and how to apply your prior work experience are some of the immediate benefits to working with us. In addition, your recruiter will share important details about a position and provide interview tips so that you can effectively demonstrate your skills and expertise to hiring managers. By working with ZenTech Consulting, you can also build your network of connections and increase the number and variety of jobs you qualify for. Our service is completely free and you receive the added benefit of working with a recruiter that specializes in your industry. Our recruiters will identify available positions that fit your skills, personality and career goals as well as guide you through the hiring process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Tampa, FL, US

Year founded

2011

Social media

Facebook

View All ZenTech Consulting Jobs

Apply