Wealth Management Consultant

Madison Professional Group; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Pension plan

401(k)

Vision insurance

Job summary

A premier alternative investment firm is seeking Internal and Hybrid Wholesalers to join their Private Wealth team. In this role, you will engage with financial advisors to share investment strategies and drive sales growth. Candidates should possess strong communication skills, a relevant bachelor's degree, and ideally be familiar with CRM systems and financial markets. This opportunity offers a collaborative culture and potential career advancement in external wholesaling.

Qualifications

• 1–3 years in internal sales, wholesaling, or financial services, preferably in alternatives/asset management.
• Active Series 7 & 63 or ability to obtain quickly.
• Comfortable managing multiple priorities in a fast-paced environment.

Responsibilities

• Engage financial advisors via calls, emails, and virtual meetings.
• Provide product knowledge and sales support within the territory.
• Coordinate advisor meetings and maintain accurate CRM records.

Skills

Communication skills

Relationship building

Organization

Detail-oriented

CRM usage

Microsoft Office Suite

Education

Bachelor’s degree

Tools

Microsoft Excel

CRM systems

Job description

Our client, a premier alternative investment firm in the REIT space, is seeking Internal and Hybrid Wholesalers to join their Private Wealth team. These roles partner with an External Wholesaler (Regional Leader) to deepen advisor relationships, promote investment solutions, and drive sales growth within an assigned territory.

Responsibilities

• Proactively engage financial advisors via calls, emails, and virtual meetings to share REIT strategies and market insights
• Provide product knowledge, sales support, and relationship management within the territory
• Collaborate with the External Wholesaler to execute business plans and exceed goals
• Coordinate advisor meetings, webinars, and follow-ups while maintaining accurate CRM records

Qualifications

• Bachelor’s degree; 1–3 years in internal sales, wholesaling, or financial services (alternatives/asset management a plus)
• Active Series 7 & 63 (or ability to obtain quickly)
• Strong communication skills with a professional and persuasive phone presence
• Proven ability to build relationships and influence advisors across multiple channels
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
• Comfortable using CRM and Microsoft Office Suite (Word, Excel, PowerPoint)
• Passion for real estate investing, financial markets, and helping advisors serve their clients

Why Join

• Career path into external wholesaling and senior sales roles
• Exposure to premier real estate and alternative investment solutions
• Collaborative culture with strong leadership and mentorship

Benefits

• Medical insurance
• Pension plan
• 401(k)
• Vision insurance

MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.