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Hybrid Internal Wholesaler — Financial Services
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-03-13
Listing for:
Atlantic Group
Full Time
position Listed on 2026-03-13
Job specializations:
-
Sales
Client Relationship Manager, Business Development
Job Description & How to Apply Below
A financial services firm is seeking an Internal Wholesaler in Greenwich, CT. This hybrid role involves supporting advisor-facing sales and business development while maintaining advisor relationships and driving asset growth. The ideal candidate will possess a Bachelor's degree and active FINRA Series 7 and Series 63 licenses, with prior sales or client service experience. Strong communication skills and proficiency in Microsoft Office are key prerequisites.
Competitive salary plus bonus is offered.
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