Internal Wholesaler Summer Intern

Jumpstart Your Career in Financial Services & Investment Sales!

Are you a motivated college student with an interest in financial services, investments, and building professional relationships? Our ISC Internal Wholesaling Summer Internship offers an exciting opportunity to gain hands-on experience in the fast-paced world of investment sales, business development, and relationship management.

As an Internal Wholesaling Intern, you'll work alongside experienced sales and investment professionals, support financial advisor engagement, assist with sales initiatives, and gain valuable insight into how investment products are marketed and distributed. You'll also have the opportunity to develop your communication, analytical, and business development skills while contributing to meaningful projects that support the team's success.

This is more than just a summer internship — it's an opportunity to build your professional network, gain real-world industry experience, and lay the foundation for a rewarding career in financial services and investment sales.

Key Responsibilities 

Sales & Advisor Support 

• Gain professional work experience by executing meaningful business projects
• Enhance your technical and financial skills through on-the-job experience and training
• Collaborate on assignments with multiple other teams such as in IT, Accounting, Marketing Operations, among others
• Assist internal wholesalers with daily outreach to financial advisors through call campaigns, email follow-ups, and meeting scheduling.
• Research advisor activity, territory trends, and product opportunities. 

Business Development & Analytics 

• Analyze sales data, pipeline activity, and advisor engagement metrics to identify growth opportunities.
• Help maintain CRM records (e.g., Salesforce) by entering notes, updating advisor profiles, and supporting territory analytics.
• Prepare territory reports and dashboards for internal stakeholders. 

Marketing & Product Support 

• Assist in creating and updating product materials, presentations, and talking points.
• Partner with marketing and product teams to ensure accurate and timely distribution of updated resources.
• Help coordinate marketing campaigns, email outreach, and targeted advisor communications. 

Operational Support 

• Support coordination of internal meetings, training sessions, and strategic planning activities.
• Assist with project work related to process enhancements, playbook updates, and best practice documentation.
• Provide general administrative support to the Internal Wholesaling team. 

Skills & Qualifications 

• Currently a college Junior at time of application. Pursuing a bachelor's degree in finance, Business, Economics, Marketing, Communications, or related fields.
• Strong interest in financial services, investments, and sales strategy.
• Excellent verbal and written communication skills.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Self-starter with a proactive attitude and willingness to learn. 

What You’ll Gain 

• Exposure to the full sales cycle of investment product distribution.
• Hands on experience supporting professional wholesalers and advisors.
• Opportunities to develop communication, presentation, and data analytics skills.
• Insight into asset management products, platforms, and sales strategies.
• Mentorship from experienced professionals within ISC and the broader distribution organization. 

 What are we looking for?

• Pursuing a bachelor’s degree in accounting
• Minimum 3.0 GPA
• Ability to work 40 hours per week in our Downers Grove, Illinois corporate headquarters
• Strong interest in pursuing a career in real estate accounting
• Demonstrable working knowledge of MS Office including Word, Excel, and PowerPoint
• Knowledge or desire and aptitude to learn other software such as Yardi and Active Disclosure
• Attention to detail and analytically minded
• Self-motivated, diligent, outstanding communication skills
• You must be a junior at time of application.