Internal Wholesaler/Intermediary Sales Consultant, B/D & DCIO

Build and manage relationships with a targeted audience of financial advisors. Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs. Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach. Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets—sharing accountability for overall territory success. Partner with external sales counterpart to optimize client coverage within the territory. Requirements Bachelor’s degree or equivalent combination of education and experience. FINRA Series 7 and 66 (or ability to obtain within 3 months of hire). 3+ years of relevant experience in financial services, sales, or relationship management. Strong consultative, client service, and relationship-building skills. Excellent communication and presentation abilities. Core Competencies Demonstrates expertise in building and managing relationships with financial advisors, utilizing a consultative approach to drive sales and retain client relationships. Proficient in achieving sales targets and optimizing client coverage within the territory. Highest-signal resume keywords FINRA Series 7 FINRA Series 66 Financial Services Experience Sales Experience Relationship Management ATS Optimization Keywords Soft Skills Consultative Skills Client Service Skills Relationship-Building Skills Communication Abilities Presentation Abilities Certifications & Qualifications Bachelor’s Degree #J-18808-Ljbffr Jobtailor