Internal Wholesaler (Investment Sales)

Internal Wholesaler (Investment Sales)

Location: Bethesda, MD

Industry: Financial Services / Asset Management

Pay: $90000 $110000 total compensation (base + performance-based incentives)

Benefits: Medical, dental, and vision coverage, HSA option, 401(k), paid parental leave, commuter benefits, disability insurance, and paid time off.

About Our Client:

Addison Group is partnering with a growing investment management firm that delivers differentiated strategies to financial advisors across independent broker-dealer and RIA channels. The organization operates with a disciplined, research-driven approach and a strong focus on execution, advisor engagement, and scalable distribution.

Job Description:

We are seeking an Internal Wholesaler to support advisor engagement and drive sales growth within key distribution channels. This role works closely with external sales partners to strengthen advisor relationships, expand product awareness, and support regional business initiatives. This is a fully on-site position based in a newly established office in Bethesda, MD.

Key Responsibilities:

• Proactively engage financial advisors to introduce and position investment solutions
• Build and maintain strong advisor relationships through consistent outreach and follow-up
• Partner with external wholesalers to execute territory and regional sales strategies
• Support advisors in identifying suitable investment solutions for their clients' needs
• Collaborate with internal teams on campaigns, product launches, and sales initiatives
• Maintain accurate CRM records and advisor activity tracking

Qualifications:

• Active or willingness to obtain FINRA licenses (SIE, Series 7, and Series 63/65 or 66)
• Bachelor's degree or equivalent experience
• 13 years of experience in financial services sales preferred (mutual funds, ETFs, SMAs, annuities, or similar products)
• Strong communication and relationship-building skills
• Self-motivated with a competitive, sales-driven mindset
• Ability to thrive in a fast-paced, performance-oriented environment

Additional Details:

• Full-time on-site role
• Works in close partnership with external sales leadership and distribution teams

Perks:

• Exposure to senior-level investment and distribution professionals
• High-visibility role in a scaling distribution organization
• Entrepreneurial, performance-driven culture

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.