Internal Wholesaler: Grow Advisor Relationships
acore capitalDallas (TX)
Internal Wholesaler: Grow Advisor Relationships
Posted 2 days ago
acore capitalDallas (TX)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
ACORE CAPITAL Wealth Solutions in Dallas seeks an Internal Wholesaler to fuel fundraising and expand advisor relationships across a designated territory. You will partner with External Wholesalers, conduct outbound calls and virtual meetings with financial advisors, RIAs, and broker-dealers, and identify new opportunities to grow our client base. The ideal candidate has 2-5 years in financial services sales or internal wholesaling, a solid understanding of advisor distribution, and exceptional
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.