Internal Wholesaler

4 weeks ago


Los Angeles, California, United States International Search Consultants Full time
Job Title: Internal Wholesaler

We are seeking a highly motivated and detail-oriented Internal Wholesaler to join our team at International Search Consultants. As an Internal Wholesaler, you will play a critical role in building and maintaining relationships with high-net-worth individuals and trusts.

Key Responsibilities:
  • Coordinate client meetings, prepare performance reports, and communicate portfolio positioning and investment outlook.
  • Administer all aspects of client accounts, including opening, maintenance, and documentation.
  • Support client account activity, respond to inquiries, and facilitate asset transfers and money movements.
  • Drive mutual fund growth through expanding institutional and individual relationships, and assist with business development events.
Requirements:
  • 4-year degree from a recognized University.
  • CFP preferred (or desire to obtain).
  • Series 7 & 66.
  • Strong proficiency with Microsoft Office suite, especially Excel and PowerPoint.
  • Experience with Addepar (desired, not required).
  • Experience with Schwab and Fidelity.

We offer a dynamic and supportive work environment, with opportunities for growth and professional development. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply for this exciting opportunity.



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