Banks seek internal wholesalers with strong sales and customer service skills, along with top-notch verbal and writing skills. A bachelor’s degree in business, finance or marketing is required, along with at least two years of sales experience with a banking or financial services firm. Working with external wholesalers to develop new business and maintain current business relationshipsGathering and using marketing intelligence to increase salesMaking sales calls to financial advisorsResponding to calls and questions about the firm’s products Submit your resume or request talent now and our expert recruiters will be with you shortly.Robert Half can help you with your internal wholesaler staffing needs.
Accounting Functions
Accounting Software Systems
Auditing
Bloomberg Terminal
CapEx
Capital Management
Cash Activity
Corporate Actions
ERP - Enterprise Resource Planning
Financial Statement
Salary for Internal Wholesaler
$47,250 - $67,750
25th percentile
$47,250
New to the role, with little or no experience; requires more than casual instruction or supervision to perform day-to-day duties
50th percentile
$56,750
Has the experience to consistently perform core responsibilities without direct supervision; very comfortable with processes and subject matter associated with the role
75th percentile
$67,750
Value to the organization goes far beyond the ability to perform normal job duties; has rare qualifications that enable consistent contribution in unique ways; ready for next career level when available
Projected salaries for related positions Position title 25th percentile 50th percentile 75th percentile Accountant, 5+ Years' Experience – Financial Services $76,000 $94,750 $109,250 Accountant, 3-5 Years' Experience – Financial Services $67,000 $83,000 $94,500 Accountant, 1-3 Years' Experience – Financial Services $56,500 $70,500 $83,250 Product Controller, Manager $82,250 $102,000 $118,250 Product Controller, 3-5 Years' Experience $65,500 $95,250 $106,250 Product Controller, 1-3 Years' Experience $53,250 $75,500 $90,500 Financial Analyst – Financial Services $70,750 $89,750 $98,750 Business Systems Analyst – Financial Services $87,250 $105,250 $122,750
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