Internal Wholesaler: Advisor Relationships & Territory Growth

GR8 People, Inc.; Colorado Springs (CO); Hybrid; USD 86,000 - 146,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual bonus eligibility

Competitive compensation

Health and wellness benefits

Paid time off

Job summary

T. Rowe Price seeks an Internal Wholesaler/Intermediary Sales Consultant to partner with external advisors, drive growth in assigned territories, and deliver a high‑quality client experience.

The role requires FINRA 7 and 66 or ability to obtain within 3 months, 3+ years in financial services, and strong consultative selling, communication, and CRM skills, with hybrid work flexibility. Hybrid work up to one day per week from home is available; base salary ranges listed across multiple regions

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
• 3+ years of relevant experience in financial services, sales, or relationship management.
• Strong consultative, client service, and relationship-building skills.
• Excellent communication and presentation abilities.

Responsibilities

• Partner with external sales counterpart to optimize client coverage within the territory.
• Deepen existing relationships and strategically prospect for new ones to elevate the firm’s brand awareness, build client loyalty, and grow product distribution.

Skills

Consultative sales

Client service

Relationship-building

Communication skills

CRM knowledge

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

T. Rowe Price seeks an Internal Wholesaler/Intermediary Sales Consultant to partner with external advisors, drive growth in assigned territories, and deliver a high‑quality client experience.

The role requires FINRA 7 and 66 or ability to obtain within 3 months, 3+ years in financial services, and strong consultative selling, communication, and CRM skills, with hybrid work flexibility. Hybrid work up to one day per week from home is available; base salary ranges listed across multiple regions