Wealth Management Consultant

Madison Professional Group; Houston (TX); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Career advancement opportunities

Collaborative culture with mentorship

Job summary

A premier investment firm in Houston is seeking Internal and Hybrid Wholesalers to enhance advisor relationships and promote investment solutions. The role requires proactive engagement, providing sales support, and collaborating with external partners. Candidates should have a Bachelor's degree and 1–3 years of relevant experience, ideally with Series 7 & 63 licenses. This position offers pathways to senior roles within a supportive, collaborative culture. Ideal for those with a passion for real estate investing and financial markets.

Qualifications

• 1–3 years in internal sales, wholesaling, or financial services.
• Active Series 7 & 63 or ability to obtain quickly.
• Passion for real estate investing and financial markets.
• Experience with CRM and MS Office considered a plus.

Responsibilities

• Engage financial advisors via calls, emails, and virtual meetings.
• Provide product knowledge and sales support.
• Coordinate advisor meetings and maintain CRM records.
• Coordinate advisor meetings, webinars, and follow-ups while maintaining accurate CRM records.

Skills

Strong communication skills

Relationship building

Organizational skills

Detail-oriented

Education

Bachelor's degree

Tools

CRM software

Microsoft Office Suite

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

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.