Remote External Wholesaler: Finance Advisor Relationships

Raymond James; Massachusetts; Remote; USD 90,000 - 110,000; Full time

Job summary

Raymond James is seeking a driven professional to manage relationships with regional wirehouses, financial advisors, and agents to generate revenue from financial products. The role requires leading cross-functional projects and delivering comprehensive solutions with extensive client contact.

The position emphasizes education of advisors on our offerings, development of territory business plans, and collaboration with internal wholesalers to achieve sales goals.

Qualifications

• Bachelor’s Degree in Finance or related field and a minimum of two years in financial services.
• Any equivalent combination of experience, education, and/or training approved by HR.

Responsibilities

• Build and maintain relationships with financial advisors to generate assets within a territory.
• Educate financial advisors on product benefits through individual or group meetings, branch visits, seminars and conferences.
• Develop and implement wholesaling business plans to deliver on sales goals.
• Present sales activities at weekly wholesaling meetings.
• Maintain logs/databases to track broker profiles and sales activity.
• Collaborate with internal wholesaler to meet sales goals by leveraging referrals and campaigns.
• Manage expense accounts within budget.
• Perform other duties as assigned.

Skills

Questioning techniques

Task management

Sales presentations

Problem solving

Process improvement

Office software

Education

Bachelor’s Degree in Finance

Business Administration

Marketing

Job description

Raymond James is seeking a driven professional to manage relationships with regional wirehouses, financial advisors, and agents to generate revenue from financial products. The role requires leading cross-functional projects and delivering comprehensive solutions with extensive client contact.

The position emphasizes education of advisors on our offerings, development of territory business plans, and collaboration with internal wholesalers to achieve sales goals.