Wealth Management Wholesaler (Florida-based)

InspereX; Delray Beach (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

InspereX is seeking a motivated sales professional to join our Wealth Management Solutions Team in Florida. This role focuses on partnering with Financial Advisors to deliver differentiated wealth solutions and build long-term client relationships.

You will identify opportunities in structured notes and alternative investments, conduct in-person and digital meetings, and manage a robust sales pipeline with CRM tools.

Qualifications

• Bachelor's degree preferred.
• Series 7 and Series 63/66
• 1-3 years of financial services experience
• Coachable, curious, and motivated to grow
• Goal-oriented, resilient, and adaptable
• A persuasive communicator and collaborative teammate
• Eager to build a long-term career with InspereX

Responsibilities

• Develop and grow relationships with Financial Advisors by delivering wealth management solutions and business building ideas.
• Identify new opportunities for structured notes, risk-managed solutions, concentrated stock monetization strategies, and alternative investments.
• Conduct in-person meetings, educational events, webinars, and portfolio reviews.
• Partner with internal and external wholesalers to develop new relationships and drive sales growth.
• Generate and manage a robust sales pipeline while maintaining consistent CRM activity.
• Use technology to improve productivity, engagement, and the advisor experience.

Skills

Relationship building

Sales

Interpersonal skills

Team collaboration

Education

Bachelor's degree

Job description

InspereX is seeking a motivated sales professional to join our Wealth Management Solutions Team in Florida. This role focuses on partnering with Financial Advisors to deliver differentiated wealth solutions and build long-term client relationships.

You will identify opportunities in structured notes and alternative investments, conduct in-person and digital meetings, and manage a robust sales pipeline with CRM tools.