Internal Wholesaler – Model Solutions

Innovator ETFs; Wheaton (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading asset manager is seeking an entry-level Internal Wholesaler to support External Wholesalers in expanding distribution and building relationships. This role involves partnering with financial advisors, delivering product knowledge, and using CRM tools for tracking. Ideal candidates should possess a Bachelor's Degree and a strong interest in investment products. The position offers the chance to learn from experienced professionals and develop skills for future growth in investment sales. Position located in Wheaton, IL, with a requirement to work in the office five days per week.

Qualifications

• Bachelor’s Degree required.
• Willingness to obtain FINRA Series 7 & 63 within the first 3 months.
• 0–2 years of experience in financial services or sales preferred.

Responsibilities

• Partner with External Wholesalers to execute business plans.
• Proactively call on financial advisors to introduce our platform.
• Schedule and coordinate meetings and events between advisors.
• Deliver product knowledge and support financial advisors.
• Maintain strong advisor relationships with timely follow-up.
• Log activity and track opportunities using CRM tools.
• Prepare presentations, reports, and sales materials.
• Collaborate with internal partners to ensure excellent service.

Skills

Strong interest in investment products

Excellent communication skills

Highly organized

Detail-oriented

Motivated self-starter

Ability to build rapport

Education

Bachelor's Degree

Job description

Job Location: Wheaton, IL (5 days per week in office)

Qualifications

• Bachelor's (Required)

About Us

Innovator ETFs® is a leading asset manager known for pioneering Defined Outcome ETFs™. Founded by a team of entrepreneurs and industry pioneers, Innovator is guided by a legacy of innovation and thought leadership. Innovator manages >$27 Billion across 100+ ETFs and is one of the fastest-growing ETF issuers.

Position Overview

As an Internal Wholesaler for Model Solutions, you’ll play a key role in supporting our External Wholesalers by helping drive new business, building advisor relationships, and expanding distribution of our Model Solutions platform. This entry-level role is a great opportunity to start a career in investment sales, working closely with experienced sales professionals to learn the business and develop the skills needed to grow into a future external wholesaling position.

Key Responsibilities

• Partner with External Wholesalers to execute business plans and support sales efforts across assigned territories.
• Proactively call on financial advisors, RIAs, and other wealth managers to introduce and position our Model Solutions platform.
• Schedule and coordinate meetings, webinars, and events between advisors and External Wholesalers.
• Deliver product knowledge and provide day-to-day support to financial advisors and their teams.
• Help maintain strong advisor relationships by providing timely follow-up, materials, and answers to questions.
• Use CRM tools to log activity, track opportunities, and identify prospects.
• Assist in preparing presentations, reports, and sales materials.
• Collaborate with internal partners across marketing, product, and operations to ensure advisors receive excellent service.

Requirements

• Education: Bachelor’s Degree required.
• Licenses: FINRA Series 7 & 63 (or willingness to obtain within the first 3 months).
• Experience: 0–2 years of experience in financial services, sales, or related internships preferred.
• Strong interest in investment products, ETFs, and advisor solutions.
• Excellent communication skills with the ability to build rapport over the phone and online.
• Highly organized, detail-oriented, and comfortable working in a fast-paced sales environment.
• Motivated self-starter with a team-first mentality.