Internal Consultant: Advisor Growth & Sales

Witt/Kieffer; Dublin, Northern (OH, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Meeder Investment Management is seeking an Internal Consultant (Wholesaler) to support financial advisors with investment solutions and practice management. The role requires proactive, self-starting collaboration within a fast-paced team.

Responsibilities include territory management, outreach to advisors, and cross-selling products while ensuring compliance and exceptional service across departments. A Finance/Business degree and FINRA licenses are preferred.

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• 3-4 years of experience in financial services preferred.
• FINRA Series 6 or 7 & 63 (or 66) and 65 preferred.
• Proficiency in Microsoft Office product suite.

Responsibilities

• Partner with Regional Consultant to manage territory and meet sales and revenue goals.
• Conduct outreach to financial advisors via phone, email, and web meetings.
• Articulate investment solutions and discuss markets (domestic and international).
• Identify opportunities, advance relationships, and introduce new concepts.
• Collaborate with internal teams to provide excellent service to Financial Advisors.
• Manage daily territory tasks, CRM, client servicing, cross-selling, and ensure compliance.

Skills

Interpersonal skills

Self-starter

Team player

Presentation

Phone/virtual communication

Education

Bachelor’s degree in Finance/Business

Tools

Microsoft Office

Job description

Meeder Investment Management is seeking an Internal Consultant (Wholesaler) to support financial advisors with investment solutions and practice management. The role requires proactive, self-starting collaboration within a fast-paced team.

Responsibilities include territory management, outreach to advisors, and cross-selling products while ensuring compliance and exceptional service across departments. A Finance/Business degree and FINRA licenses are preferred.