Hybrid Wealth Wholesaler - Real Estate REIT Solutions

Madison Professional Group; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Pension plan

401(k)

Vision insurance

Job summary

A premier alternative investment firm is seeking Internal and Hybrid Wholesalers to join their Private Wealth team. In this role, you will engage with financial advisors to share investment strategies and drive sales growth. Candidates should possess strong communication skills, a relevant bachelor's degree, and ideally be familiar with CRM systems and financial markets. This opportunity offers a collaborative culture and potential career advancement in external wholesaling.

Qualifications

• 1–3 years in internal sales, wholesaling, or financial services, preferably in alternatives/asset management.
• Active Series 7 & 63 or ability to obtain quickly.
• Comfortable managing multiple priorities in a fast-paced environment.

Responsibilities

• Engage financial advisors via calls, emails, and virtual meetings.
• Provide product knowledge and sales support within the territory.
• Coordinate advisor meetings and maintain accurate CRM records.

Skills

Communication skills

Relationship building

Organization

Detail-oriented

CRM usage

Microsoft Office Suite

Education

Bachelor’s degree

Tools

Microsoft Excel

CRM systems

Job description

A premier alternative investment firm is seeking Internal and Hybrid Wholesalers to join their Private Wealth team. In this role, you will engage with financial advisors to share investment strategies and drive sales growth. Candidates should possess strong communication skills, a relevant bachelor's degree, and ideally be familiar with CRM systems and financial markets. This opportunity offers a collaborative culture and potential career advancement in external wholesaling.