Internal Wholesaler: Grow Advisor Relationships

ACORE Capital LP

Dallas (TX)

On-site

USD 70,000 - 100,000

Full time

4 days ago

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Job summary

ACORE CAPITAL Wealth Solutions in Dallas seeks an Internal Wholesaler to fuel fundraising and expand advisor relationships across a designated territory. You will partner with External Wholesalers, conduct outbound calls and virtual meetings with financial advisors, RIAs, and broker-dealers, and identify new opportunities to grow our client base.

The ideal candidate has 2-5 years in financial services sales or internal wholesaling, a solid understanding of advisor distribution, and exceptional

Qualifications

Bachelor's degree in Finance, Business, Economics, Real Estate, or related field.
2-5 years of experience in Internal Wholesaling, Financial Services Sales, Alternative Investments, Asset Management Distribution or Real Estate Investment Sales.
Strong understanding of financial advisor distribution channels.
Excellent communication, presentation, and relationship-building skills.
Ability to work in a fast-paced entrepreneurial environment.
Strong organizational and time-management skills.

Responsibilities

Partner with an External Wholesaler to drive fundraising and territory growth.
Conduct proactive outbound calls and virtual meetings with financial advisors, RIAs, broker-dealers, and family offices.
Identify and cultivate new advisor relationships and sales opportunities.
Generate appointments and qualified meetings for field wholesalers.
Support territory business plans and execute strategic advisor coverage initiatives.
Assist with fundraising efforts across: Private Real Estate Credit, Non-Traded REITs, DST Programs, 1031 Exchange Solutions and future private market offerings.