Remote Financial Wholesaler for Regional Advisors

280 Carillon Tower Advisers, Inc.; Massachusetts; Hybrid; USD 90,000 - 110,000; Full time

Job summary

Raymond James is seeking an experienced regional wholesaler to cultivate relationships with financial advisors and brokers, driving revenue through strategic product recommendations and territory development.

You will educate advisors, deliver compelling presentations, and collaborate with internal teams to implement business plans while traveling up to 75% of the time. The role emphasizes client-first service and process discipline.

Qualifications

• Bachelor’s Degree (B.A.) in Finance or related field and a minimum of two years in financial services.
• SIE license required; FINRA Series 7 and ability to obtain other licenses within 60 days of hire.

Responsibilities

• Build and maintain relationships with financial advisors to generate assets in the territory.
• Educate advisors on benefits of products and services via meetings, branch visits, seminars, and conferences.
• 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 data.

Skills

Identifying needs of customers

Organize & manage tasks

Deliver sales presentations

Problem solving

Process improvement

Education

Bachelor’s in Finance or related field

Two years in financial services

Job description

Raymond James is seeking an experienced regional wholesaler to cultivate relationships with financial advisors and brokers, driving revenue through strategic product recommendations and territory development.

You will educate advisors, deliver compelling presentations, and collaborate with internal teams to implement business plans while traveling up to 75% of the time. The role emphasizes client-first service and process discipline.