Sales Merchant

Position Title: Internal Wholesaler

Salary Range: $60,000–$100,000 DOE + Bonus or Commission Potential

This is a ground-floor opportunity to help scale a fast-growing, values-driven investment firm with ambitious plans for the future. The Internal Wholesaler will drive adoption of the firm’s six proprietary ETFs by building relationships with financial advisors, communicating each fund’s value and generating new business through consistent, high-volume outreach. This role is ideal for a polished, tech-savvy sales professional who loves connecting with people, earns trust quickly and brings the ambition, curiosity and attention to detail required to build something meaningful.

Internal Wholesaler Responsibilities

Develop and maintain strong relationships with financial advisors and RIA professionals

Conduct high-volume outbound calls to introduce the firm’s ETFs and generate new business

Educate advisors on fund strategies, performance, positioning, and appropriate client applications

Promote faith-based ETF solutions to advisors serving clients who want their investments aligned with their values

Identify qualified prospects and build a consistent pipeline of new opportunities

Follow up with advisors through phone calls, emails, meetings and relationship-building activities

Clearly differentiate the firm’s ETFs within a competitive investment marketplace

Track prospect activity, advisor engagement and sales opportunities using internal systems

Collaborate with senior leadership and the ETF team to refine outreach strategies and messaging

Represent the firm professionally at advisor meetings, client events and industry functions

Internal Wholesaler Requirements

Bachelor’s degree required

Active FINRA Series 7 license required

Active FINRA Series 63 or Series 66 license required

At least 1 year of financial services, advisory, or investment sales experience

Excellent verbal, written, and relationship-building skills

High level of technical proficiency and the ability to learn new platforms quickly

Exceptional attention to detail, sound judgment and strong follow-through

Ability to work in the North Charleston office two to three days per week

Benefits

Annual bonus or negotiable commission potential

Blue Cross Blue Shield Platinum medical coverage with 70% of the employee premium paid

401(k) with a 4% company match when contributing 5%

20 days of paid time off

Paid NYSE holidays

Flexible hybrid schedule with two to three in-office days per week

Relocation assistance available

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