Internal Wholesaler

Company Description Liberty One Investment Management, LLC (LOIM) is a SEC-registered investment advisor focused on creating and promoting thought-leading investment allocations that are straightforward for financial advisors to present to clients. The firm was founded by practitioners from a high-producing retail advisory practice who developed proprietary strategies when traditional mutual funds, ETFs, and third-party managers did not meet their needs. These strategies proved effective and are now shared with a broader community of advisors seeking practical, risk-aware solutions.

Role Description The Internal Wholesaler is a full-time remote role responsible for driving sales of LOIM investment strategies through proactive engagement with financial advisors and distribution partners. This role includes conducting outbound calls, virtual meetings, and presentations to educate advisors on LOIM’s solutions, positioning them effectively within client portfolios. The Internal Wholesaler collaborates with external wholesalers and firm leadership to develop territory plans, track pipeline activity, and support business development initiatives. Daily tasks involve outreach to prospects and existing advisors who utilize Liberty One strategies, preparing sales materials, responding to product inquiries, maintaining CRM records, and analyzing sales data to identify opportunities and trends. The role also requires close adherence to regulatory and compliance guidelines while delivering clear, professional communication and service to advisors.

Qualifications

• Candidates should possess strong Business Planning and Sales skills to support territory strategy, pipeline management, and revenue growth.
• Candidates should possess solid Finance and Investments knowledge to explain LOIM strategies, market concepts, and portfolio applications with clarity and accuracy.
• Bachelor’s degree in Finance, Business, Economics, or a related field; relevant professional licenses (e.g., FINRA Series 7 and 66 or equivalents) are preferred.
• Excellent verbal and written communication skills, strong relationship-building abilities, and comfort working independently in a remote environment.
• Proficiency with CRM systems and standard office software; prior experience supporting financial advisors or working with registered investment products is beneficial.

Compensation

Salary + Commission