Internal Wholesaler
Professional ATS-optimized resume template for Internal Wholesaler positions
Professional Title
Email: john.smith@email.com | Phone: (555) 123-4567 | LinkedIn: linkedin.com/in/johnsmith | Location: New York, NY
PROFESSIONAL SUMMARY
Dynamic and client-focused Internal Wholesaler with over 6 years of experience supporting financial advisors and institutional clients. Adept at product positioning, strategic communication, and relationship management within the wealth management industry. Proven track record in delivering tailored investment solutions, driving sales growth, and maintaining compliance standards. Committed to leveraging analytical insights and market knowledge to foster long-term client relationships and support firm objectives.
EDUCATION
**Bachelor of Business Administration**
Georgia State University, Atlanta, GA
*Graduated May 2016*
CERTIFICATIONS
- Series 7 & 63 Licensed
- Certified Financial Planner (CFP®) – expected 2025
- Financial Industry Regulatory Authority (FINRA) Compliance Certification
PROJECTS
- **Product Launch Initiative** (2024): Led a cross-functional team to integrate a new ESG ETF product into advisor portfolios, increasing adoption by 30% within six months.
- **Advisor Training Program** (2023): Developed a comprehensive training curriculum on alternative investments, resulting in a 40% increase in advisor knowledge scores during quarterly assessments.
TOOLS & TECHNOLOGIES
- Salesforce CRM, Tamarac, Morningstar Direct, Bloomberg Terminal
- Microsoft Office Suite (Excel, PowerPoint, Word)
- Market Data & Analytics Platforms
LANGUAGES
- English (Native)
- Spanish (Professional Working Proficiency)
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