Internal Wholesaler – Model Solutions
Listed on 2026-03-11
-
Sales
Business Administration, Business Development
Job Location:
Wheaton, IL (5 days per week in office)
- Bachelor's (Required)
Innovator ETFs® is a leading asset manager known for pioneering Defined Outcome ETFs™. Founded by a team of entrepreneurs and industry pioneers, Innovator is guided by a legacy of innovation and thought leadership. Innovator manages >$27 Billion across 100+ ETFs and is one of the fastest-growing ETF issuers.
Position OverviewAs an Internal Wholesaler for Model Solutions, you’ll play a key role in supporting our External Wholesalers by helping drive new business, building advisor relationships, and expanding distribution of our Model Solutions platform. This entry-level role is a great opportunity to start a career in investment sales, working closely with experienced sales professionals to learn the business and develop the skills needed to grow into a future external wholesaling position.
Key Responsibilities- Partner with External Wholesalers to execute business plans and support sales efforts across assigned territories.
- Proactively call on financial advisors, RIAs, and other wealth managers to introduce and position our Model Solutions platform.
- Schedule and coordinate meetings, webinars, and events between advisors and External Wholesalers.
- Deliver product knowledge and provide day-to-day support to financial advisors and their teams.
- Help maintain strong advisor relationships by providing timely follow-up, materials, and answers to questions.
- Use CRM tools to log activity, track opportunities, and identify prospects.
- Assist in preparing presentations, reports, and sales materials.
- Collaborate with internal partners across marketing, product, and operations to ensure advisors receive excellent service.
- Education: Bachelor’s Degree required.
- Licenses: FINRA Series 7 & 63 (or willingness to obtain within the first 3 months).
- Experience: 0–2 years of experience in financial services, sales, or related internships preferred.
- Strong interest in investment products, ETFs, and advisor solutions.
- Excellent communication skills with the ability to build rapport over the phone and online.
- Highly organized, detail-oriented, and comfortable working in a fast-paced sales environment.
- Motivated self-starter with a team-first mentality.
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