Senior External Wholesaler

Revolt Financial; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Commitment to professional growth and continuing education

Job summary

A growing financial services firm is seeking a Senior External Wholesaler to drive business development and expand distribution across key wealth management channels. This remote role focuses on building relationships with advisors, delivering training, and managing the sales cycle. Ideal candidates have 5+ years of experience in financial services, strong investment product knowledge, and established industry relationships. Competitive compensation and benefits are offered, along with professional growth opportunities.

Qualifications

• 5+ years in external wholesaling, distribution, or institutional sales.
• Track record of meeting or exceeding sales goals.
• Strong knowledge of investment products and portfolio applications.
• Established relationships across wealth management channels.
• FINRA Series 7 and 66 licenses in good standing.

Responsibilities

• Build relationships with advisors and firms to expand networks.
• Manage the sales cycle from generation to closing.
• Deliver engaging presentations and training sessions.
• Collaborate with product, operations, compliance, and marketing to execute strategies.

Skills

External wholesaling

Sales execution

Presentation skills

Relationship building

Investment product knowledge

Education

FINRA licensing (Series 7 & 66)

Job description

Senior External Wholesaler - Structured Products

Location: Remote (U.S.)

Compensation: Competitive base salary, plus variable compensation tied to performance | W2 with benefits

About the Role

Our client, a growing financial services firm, is seeking a Senior External Wholesaler to drive business development and expand distribution across key wealth management channels. Reporting to senior leadership, this client-facing role is focused on building advisor relationships, delivering education, and partnering with internal teams to support sales growth. The ideal candidate brings proven success in financial product distribution, established industry relationships, and the ability to grow and manage a pipeline of advisors and accounts.

Key Responsibilities

• Relationship Development: Build and deepen relationships with advisors and firms through meetings, events, and regular touchpoints. Expand networks of top producers while converting prospects into active partners.
• Sales Execution: Manage the entire sales cycle, from opportunity generation through to closing. Maintain a robust pipeline and deliver on monthly and quarterly sales targets.
• Education & Presentations: Deliver engaging presentations, webinars, and training sessions to advisors, highlighting product use cases, benefits, risks, and portfolio applications.
• Collaboration: Work closely with internal teams, including product, operations, compliance, and marketing, to ensure alignment and effective execution of distribution strategies.

Qualifications

• 5+ years of external wholesaling, distribution, or institutional sales experience in financial services
• Consistent track record of meeting or exceeding sales goals
• Strong knowledge of investment products and their portfolio applications
• Established relationships across wealth management channels (wirehouse, independent, RIA, private banking, or similar)
• FINRA licensing (Series 7 and 66, or equivalent) in good standing
• Excellent presentation, communication, and relationship‑building skills

Why Join the Team

• Competitive compensation and benefits
• Commitment to professional growth and continuing education