About this role
Associate, Internal Wholesaler at Core Spaces. Location: Chicago, Illinois, United States. Role: prospecting advisors, managing pipeline, educating advisors Requirements: Bachelor's degree or equivalent, 3+ years in financial services or client-facing sales, experience with Salesforce/CRM, strong outbound prospecting, advisor relationship management, analytic skills, and FINRA Series 7/63/66 preferred or willing to obtain. Category: Sales Seniority: Mid Level Tools: Salesforce, CRM Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English