What are the responsibilities and job description for the Internal Wholesaler position at Madison Professional Group- Financial Advisory Recruiters?
As a Private Wealth Internal Wholesaler, you will play a pivotal role in developing and maintaining strong relationships with the financial advisory community. Your efforts will drive assets under management (AUM), exceed sales goals, and support strategic initiatives within a defined territory. Working as part of a high-performing three-person team alongside a PW Regional Leader and Associate Leader, you will deliver value to brokerage and advisory clients while actively growing your expertise in the financial services industry.
Key Responsibilities
Relationship Development
- Build and nurture relationships with brokers and advisors through proactive outbound communication and responsive support.
- Serve as a trusted liaison between the home office, outside sales team, and client firms to align objectives and strategies.
Sales and Marketing Execution
Client and Account Support
Strategic Planning and Territory Management
Continuous Learning and Development
Qualifications
MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
