Direct Source Wealth · 8 hours ago
Wholesaler – Alternative Investments (Hybrid Internal/External Role)
United States
Full-time
Hybrid
Mid, Senior Level
2+ years expDirect Source Wealth is growing, and they are seeking motivated, results-driven sales professionals for a Financial Wholesaler role. This position involves managing a pipeline of financial professionals, leading consultative meetings, and building long-term advisor relationships.
Commercial Real EstateReal Estate Investment
Responsibilities
Manage a high-performance pipeline of financial professionals (RIAs, broker-dealers, etc.)
Lead consultative meetings that convert introductions into action
Build long-term advisor trust through value-first communication
Attend conferences and partner events to expand relationships
Operate with precision—CRM discipline, clean documentation, and clear next steps
Qualification
Required
Licensing: FINRA Series 7 & 63 (active or reactivatable)
Experience: 2–5 years in financial services, fundraising, wholesaling, or high-performing sales
Mindset: Relationship-first, self-directed, accountable, and results-oriented
Travel-Ready: You enjoy being in the mix—conferences, meetings, and client events
Preferred
Experience with private credit, real estate, or alternative investments
Track record of managing a territory and hitting quotas
Strong CRM habits and a structured follow-up system
Benefits
Streamlined systems — fast approvals, clear communication, no red tape.
Pipeline support — automation that helps you focus on selling.
Credible platform — a respected brand with real differentiation.
Hands-on mentorship — learning directly from proven sales leaders.
Closer culture — performance, respect, and shared wins at every level.
Company
Direct Source Wealth
Direct Source Wealth is a commercial real estate investing company.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kira Golden
Founder
Company data provided by crunchbase