Internal Private Wealth Wholesaler for Advisors

Madison Professional Group; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Career advancement opportunities

Collaborative culture with mentorship

Job summary

A premier investment firm in Houston is seeking Internal and Hybrid Wholesalers to enhance advisor relationships and promote investment solutions. The role requires proactive engagement, providing sales support, and collaborating with external partners. Candidates should have a Bachelor's degree and 1–3 years of relevant experience, ideally with Series 7 & 63 licenses. This position offers pathways to senior roles within a supportive, collaborative culture. Ideal for those with a passion for real estate investing and financial markets.

Qualifications

• 1–3 years in internal sales, wholesaling, or financial services.
• Active Series 7 & 63 or ability to obtain quickly.
• Passion for real estate investing and financial markets.

Responsibilities

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

Skills

Strong communication skills

Relationship building

Organizational skills

Detail-oriented

Education

Bachelor's degree

Tools

CRM software

Microsoft Office Suite

Job description

A premier investment firm in Houston is seeking Internal and Hybrid Wholesalers to enhance advisor relationships and promote investment solutions. The role requires proactive engagement, providing sales support, and collaborating with external partners. Candidates should have a Bachelor's degree and 1–3 years of relevant experience, ideally with Series 7 & 63 licenses. This position offers pathways to senior roles within a supportive, collaborative culture. Ideal for those with a passion for real estate investing and financial markets.