Internal Wholesaler – Advisor Relations & Investment Sales

Green Key Resources; Stamford (CT); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Green Key Resources is seeking an Internal Wholesaler in Stamford, CT to support external wholesalers by building advisor relationships and sourcing opportunities. The role focuses on educating financial advisors about investment products, including mutual funds and ETFs, and developing territory sales strategies.

A strong emphasis on communication and business development helps drive asset growth. Experience in internal wholesaling or investment sales is preferred, with Series 7/63 being a

Qualifications

• 2+ years of internal wholesaling, investment sales, or related financial services experience.
• Strong communication, relationship-building, and business development skills.
• Experience with Alternative Investments preferred.
• Mutual Funds, ETFs, or annuities will also be considered.
• Series 7 and 63 preferred.

Responsibilities

• Build and maintain relationships with financial advisors, RIAs, and broker-dealers.
• Generate new business through proactive outreach and relationship management.
• Partner with external wholesalers to execute territory sales strategies.
• Educate advisors on investment products and solutions.

Skills

Sales skills

Relationship building

Business development

Job description

Green Key Resources is seeking an Internal Wholesaler in Stamford, CT to support external wholesalers by building advisor relationships and sourcing opportunities. The role focuses on educating financial advisors about investment products, including mutual funds and ETFs, and developing territory sales strategies.

A strong emphasis on communication and business development helps drive asset growth. Experience in internal wholesaling or investment sales is preferred, with Series 7/63 being a