Remote Financial Wholesaler: Build Advisor Partnerships

Raymond James; Louisiana (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

Raymond James seeks a high-autonomy role to create and manage relationships with regional wirehouses and financial advisors to drive revenue from financial products across a territory.

Responsibilities include educating advisors, developing wholesaling plans, and delivering sales results with cross-functional teams. Travel up to 75% is expected, with remote work options described. Benefits and base compensation are mentioned as part of total rewards.

Qualifications

• Bachelor’s degree in Finance or related field with 2+ years in financial services.
• SIE required; FINRA Series 7 within 60 days of hire.
• Willingness to travel up to 75%.

Responsibilities

• Build and maintain relationships with financial advisors to generate assets.
• Educate advisors on benefits of products via meetings, branch visits, seminars.
• Develop and implement wholesaling business plans to meet sales goals.
• Present sales activities at weekly wholesaling meetings.
• Maintain logs/databases for broker profiles and activity.
• Work with internal wholesaler to achieve sales goals.

Skills

Needs assessment

Sales presentations

Relationship management

Problem solving

Communication

Time management

Education

Finance degree

Business Administration/Marketing

Job description

Raymond James seeks a high-autonomy role to create and manage relationships with regional wirehouses and financial advisors to drive revenue from financial products across a territory.

Responsibilities include educating advisors, developing wholesaling plans, and delivering sales results with cross-functional teams. Travel up to 75% is expected, with remote work options described. Benefits and base compensation are mentioned as part of total rewards.