Your Opportunity
Neutral Senior Internal Wholesaler will help the company redefine access to alternative investing for financial advisors. We empower financial advisors with innovative tools and exceptional support, and we’re looking for a dynamic Senior Internal Wholesaler who can help drive our growth. In this role, you’ll leverage your market expertise and authentic relationship-building skills to expand our reach and solidify our position as a trusted partner in the advisory landscape.
About Us
At Neutral, our commitment is simple: to improve financial well-being by equipping advisors with the best in technology, insights, and support. We believe that success is built on genuine connections and a shared vision for a brighter financial future. Our culture is warm, collaborative, and driven by a passion for innovation—values that guide every interaction and decision.
What You’ll Do
Identify New Opportunities: Proactively uncover and pursue business opportunities within the financial advisory ecosystem.
- Build Relationships: Cultivate and nurture authentic connections with financial advisors, wealth management firms, and other key industry players.
- Market Positioning: Collaborate with internal teams to craft and execute strategies that position Neutral’s comprehensive suite of services as the clear choice in the market.
- Drive Engagement: Leverage your deep market knowledge to differentiate our offerings, ensuring advisors understand the tangible benefits of partnering with us.
- Represent with Authenticity: Act as a trusted ambassador for Neutral, consistently exceeding client expectations and reinforcing our commitment to genuine, client-first service.
Who You Are
- A motivated self-starter with a proven track record in business development or sales within the financial services sector.
- Possess 5+ years of relevant experience and a well-established network within the financial advisory community.
- An excellent communicator who connects easily with professionals at all levels—your confidence and authenticity shine in every conversation.
- Passionate about financial innovation and committed to delivering measurable results in a fast-paced environment.
- Highly organized, with strong planning skills and the ability to manage multiple priorities under tight deadlines.
What’s In It For You
- Competitive Compensation: Enjoy a strong base salary paired with performance-based bonus opportunities.
- Comprehensive Benefits: Access a robust benefits package—including 401(k) matching, health, dental,and vision coverage—that takes care of your well-being.
- Work-Life Balance: Benefit from flexible work arrangements that blend remote collaboration with in-person connection.
- Growth and Development: Join a team dedicated to your professional success, with continuous learning opportunities and a clear path for upward mobility.
- A Supportive Culture: Thrive in an environment that values transparency, collaboration, and the genuine success of every team member.
Step into a role where your expertise drives business growth and makes a real difference in the lives of financial advisors and their clients. At Neutral, you’re not just developing business—you’re shaping the future of advisory excellence. Please contact eric@neutral.us and/or nate@neutral.us to learn more about the position and set up an interview.