Internal Wholesaler — Advisor Growth & Private Markets

Suron A.C.A. Ltd.; Beverly Hills, Northern (CA, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Suron A.C.A. Ltd. in Beverly Hills, CA is seeking an Internal Wholesaler to join its growing distribution team.

This individual will work closely with external sales professionals and other internal sales partners to support existing advisor relationships, drive product adoption, and help expand the firm's presence across broker-dealers, RIAs, and wealth management platforms. The role offers the opportunity to represent a suite of institutional alternative investment strategies spanning private

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Experience within the financial services industry.
• Minimum of 1 year of experience in financial sales, internal wholesaling, or a related client-facing role.
• Strong interpersonal and relationship‑building skills.
• Demonstrated ability to influence and communicate effectively with financial professionals.
• Highly organized with strong time management skills.
• Ability to prioritize multiple responsibilities in a fast‑paced environment.
• Strong presentation and communication skills.
• Genuine interest in financial markets and investment management.
• SIE, Series 7, and Series 63 (or equivalent) required.
• Previously held Series 7 and 63 licenses that are inactive will be considered, provided all required exams are retaken and passed within three months of hire.

Responsibilities

• Provide sales support by outbound calls to financial advisors and broker-dealer partners
• Deliver market updates and identify cross-selling opportunities
• Follow up after meetings to provide information and gather feedback
• Coordinate meetings, seminars, webinars, conference calls, and advisor events
• Assist advisors in growing their businesses through portfolio analysis and product education
• Keep advisors informed on materials, product updates, and events
• Maintain competitive intelligence through research and collaboration with internal teams
• Stay current on markets and industry developments
• Partner with wholesalers to achieve territory goals

Skills

Financial sales

Internal wholesaling

Relationship building

Time management

Presentation skills

Communication skills

Education

Bachelor’s degree or equivalent

SIE, Series 7, Series 63 required

Job description

Suron A.C.A. Ltd. in Beverly Hills, CA is seeking an Internal Wholesaler to join its growing distribution team.

This individual will work closely with external sales professionals and other internal sales partners to support existing advisor relationships, drive product adoption, and help expand the firm's presence across broker-dealers, RIAs, and wealth management platforms. The role offers the opportunity to represent a suite of institutional alternative investment strategies spanning private