Remote Financial Wholesaler: Advisor Relationships & Growth

Thecentermemphis; Kentucky; Remote; USD 72,000 - 88,000; Full time

Job summary

Raymond James in United States (Kentucky region) seeks a seasoned sales professional to build and manage broker relationships, educate advisors on investment products, and drive territory revenue through robust wholesaling activities. This role requires strong presentation skills, strategic planning, and cross-functional collaboration.

The successful candidate will have a finance-related bachelor’s degree, 2+ years in financial services, and FINRA/SIE licensing or the ability to obtain within 60

Qualifications

• Bachelor’s degree in Finance or a related field and at least two years in financial services.
• SIE required; FINRA Series 7 as well as the ability to obtain other licenses within 60 days of hire.
• Experience selling financial products and building territory relationships.

Responsibilities

• Build and maintain relationships with financial advisors to generate assets in a territory.
• Educate advisors on products and services through meetings, branch visits, seminars or trade shows.
• Develop and implement wholesaling plans to achieve sales goals.
• Present sales activities at weekly wholesaling meetings.
• Maintain activity logs and broker profile data for sales tracking.
• Collaborate with internal wholesalers to reach sales targets and grow leads.
• Manage expense accounts within budget.
• Perform other duties as assigned.

Skills

Relationship building

Sales presentations

Problem solving

Communication

Education

Bachelor's degree in Finance or related field

Bachelor’s: Business Administration

Bachelor’s: Marketing

Job description

Raymond James in United States (Kentucky region) seeks a seasoned sales professional to build and manage broker relationships, educate advisors on investment products, and drive territory revenue through robust wholesaling activities. This role requires strong presentation skills, strategic planning, and cross-functional collaboration.

The successful candidate will have a finance-related bachelor’s degree, 2+ years in financial services, and FINRA/SIE licensing or the ability to obtain within 60