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Resume Help? From FA to Alternatives Wholesaler
Hi Team, I wanted to transition from my Financial Advisor role at a large wirehouse and move over to the Alternatives space as an internal wholesaler (eventually external). A lot of the skills overlap but I’m having trouble with what to list out on my resume catered for that job. Anyone make the...
IW/EW
I'm new at posting on here. Curious what a typical ratio is for Internal Wholesalers to External Wholesalers. In my firm is 1:1 and I'm wondering if this is common or how it fits into a broader ratio industry-wide. My EW is a good guy but I'm wondering if he's had to share resources at other places....
Internal Wholesaler BPS
I work as an Associate Vice President (IW) for and wanted to know what Internals make in BPS on their offerings? $200MM offering Reg D 100kmin investment if that matters..
Internal wholesaler and private banking wealth management career advice
I am a current student who has a Bachelor of Science in Accounting and will be graduating with a Master of Science in Accountancy in the next month. I am seeking some advice about what career path to go down as I am looking to start my career. I have a job offer to be an internal wholesaler at a...
Internal wholesaler advice
Hey Guys - I’m pretty new to the internal role. I make 50 calls a day and only get a handful of guys to pickup and talk.Whats been your best way to connect with advisors? How do you keep them On the phone? Campaigns that have worked? I’ll take any advice in regards to the internal role. Thanks!
Internal Wholesaler vs. Analyst at newly formed RIA
Hi Guys, I am between two offers. The first is for an internal wholesale gig, working for a highly respected investment management firm; the second is for an analyst position at a newly established RIA (AUM of ~200MM), where my functions would include placing trades, building portfolios, preparing...
Rotational Analyst or Internal Wholesaler?
I am currently working at a large investment/insurance firm as an intern director and junior partner to two advisers' private practice. Sounds pretty ok, it isn’t. 1099 income, no benefits, measly hourly wage ($18/hr, I am still in undergrad). I have just accepted an offer to start immediately as...
Leave tech firm to be a Wholesaler
I'm currently a Account Executive for a top Social media firm "LI" and I am debating whether or not to leave the tech industry to be a Wholesaler ? Any thoughts?
Leave "LI" Social media firm to be a wholesaler?
I'm currently a Account Executive for a top Social media firm "LI" and I am debating whether or not to leave the tech industry to be a Wholesaler ? Any thoughts?
Internal Wholesaler exit opportunities
Does anyone have any knowledge or experience as an internal wholesaler? It seems easy to get into without much relative work experience and I'm doing well in the current interview process I'm in. I planned on starting here to get experience while I work on my CFA , I'm taking level 1 this June. I...
How old is too old to start on the Internal Wholesaler path?
buddy of mine is considering it but he is 30 now and thinks it's too late.
Career advice needed (PWM, Business development, ibank internal wholesaler opp)
Hello all, Any career advice would be appreciated: I have about 7 years in the industry working in prop trading and as an advisor for the world's largest RIA. I've won multiple awards, been a top performer at my firm and have been pulling in about 250k / year for a while. I took a VP job at a small...
Lazard Internal Wholesaler
Just got contacted by a recruiter for an internal wholesaler position at Lazard Asset Management . I currently am a financial advisor on a larger wealth management team so I interact with internals quite often and am familiar with what is involved in the role. Does anyone have any insight into...
I have a job and I still no what I'm doing or how to move forward.
I have been a bartender for17 years, I have a B.S. in chemistry but I love talking to groups of people and teaching. I love the spotlight. One of my customers thought I would be a great external wholesaler, so I thought what the hell, let's give it a shot. I got hired at Merrill Edge, passed my 7...
Current ETF Internal Wholesaler who has been approached by another firm
I currently work at a large ETF firm (top 10 ETF firm). I have been there for around 2 years and my territory has grown at a nice clip. I make way more money than anyone my age should be making and am on pace for $200k this year as an internal. I really enjoy my job and the people I work with but we...
ETF Wholesaler starting to look at potential exit opps...Institutional route?
I currently work at a large ETF firm (top 10 ETF firm). I have been there for around 2 years and my territory has grown at a nice clip. I make way more money than anyone my age should be making and am on pace for well over 150k this year as an internal. (I know this is astronomically high for an...
How to choose the right Internal Wholesaler for Career Growth?
Hello, I've worked in financial services for almost 8 years in various sales support and relationship management roles. I'm looking to take the leap into direct sales and get away from salary. (I'm looking to replace about 80k in income). At this point, I have interviewed with several funds families...
Should I make the move from middle office operations to internal wholsaler?
i know the internal wholesaling is a decent gig and external even more so. however, i have 0 sales experience and i am not 100% confident that i would excel or even enjoy it. i have my Series 7 and i am about to start studying for my 66. my current job is virtually stress-free, 9-5 and 10 minute...
Internal Wholesaling at Top AM firms to Product Development/Client Portfolio Management?
Definitely interested to hear some thoughts from people at top AM firms or those who have done wholesaling before : at firms like JPM Asset Management , PIMCO , The Capital Group, Lazard Asset Management , how common is it that you see the internals opt to go into (or are somewhat easily able to --...
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