Careers – Internal Wholesaler

The Opportunity:

Wilshire seeks Internal Wholesalers who will sell our fund and other investments to registered investment advisors, wealth managers, institutional investors, and high net worth individuals.

Duties and Responsibilities

  • Sell Wilshire’s fund and other investments by phone to registered investment advisors, wealth managers, institutional investors, and high net worth individuals.
  • Generate new investment relationships and opportunities while maintaining and selling to existing relationships.
  • Represent Wilshire with existing and potential clients, business contacts and at industry associations.
  • Ensure compliance with internal and external rules, policies, and procedures as well as regulatory requirements.
  • Meet and exceed investment sales goals.

Wealth Management

Required Skills and Experience

  • Minimum of 3 years of internal wholesaling experience required.
  • Excellent phone sales skills.
  • Results driven.
  • Excellent interpersonal skills.
  • Alternative investment experience; experience with non-traded pooled mortgage funds and/or REITs preferred.
  • Orange County, California residency preferred.
  • Bachelor’s degree required.
  • Series 7 and 63 certification highly desired.
  • Strong working knowledge of Microsoft Office and SalesForce software.

Rewards

  • Base salary between $50,000 to $60,000
  • Incentives which reward performance
  • Company Benefits

This is position based in our Orange County, California offices.

For immediate consideration:

  • Online Resume Submission:
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  • Email: dpelgrim@wilshirefp.com
  • Mail:
    Wilshire Finance Partners
    25950 Acero, Suite 345
    Mission Viejo, California 92691
    Attention: Recruiting
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