Internal Wholesaler: Advisor Growth & Solutions

NexPoint; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance with industry-leading

401(k) plan with employer match

Job summary

NexPoint Securities, a NexPoint affiliate, is seeking an Internal Wholesaler to build and deepen financial advisor relationships across Wirehouse, IBD, and RIA channels. You will promote NexPoint funds, conduct presentations, and facilitate sales for mutual funds and registered products.

Role requires entrepreneurial drive, strong communication, and the ability to travel occasionally. A 45-hour workweek and high professionalism are expected as you advance within the firm.

Qualifications

• Entrepreneurial mindset and ability to translate ideas into action.
• Capacity to manage multiple tasks with a clear objective.
• Strong teamwork and willingness to follow leadership directives.
• Ability to explain complex financial data concisely.
• 1–3+ years of professional experience.
• Bachelor's degree in Finance, Business, Marketing, Communications or related field.
• Advanced MS Office skills.
• Must hold Series 7 & 63 licenses.
• Willingness to travel occasionally and work 45+ hours per week.

Responsibilities

• Establish and deepen relationships with financial advisors via calls, emails, meetings, and presentations.
• Follow up with advisors to progress sales opportunities.
• Create portfolio and mutual fund analyses for advisors using Zephyr and Morningstar.
• Meet client expectations to grow partnerships and assets.
• Collaborate with Regional Sales Directors on territory management ideas.

Skills

Entrepreneurial mindset

Multi-tasking

Team player

Strong communication

Self-starter

Professional demeanor

Education

Bachelor's degree in Finance/Business/Marketing/Communications

Series 7 & 63 licenses

Tools

MS Office

Job description

NexPoint Securities, a NexPoint affiliate, is seeking an Internal Wholesaler to build and deepen financial advisor relationships across Wirehouse, IBD, and RIA channels. You will promote NexPoint funds, conduct presentations, and facilitate sales for mutual funds and registered products.

Role requires entrepreneurial drive, strong communication, and the ability to travel occasionally. A 45-hour workweek and high professionalism are expected as you advance within the firm.