Remote Financial Wholesaler: Grow Advisor Network

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

Job summary

Raymond James Investment Management is seeking an External Wholesaler to manage and expand relationships with regional wirehouses and financial advisors. The role focuses on driving assets in the Ohio/remote territory, delivering compelling presentations, and executing wholesaling plans to achieve sales goals.

The ideal candidate has a finance-focused degree, 2+ years in financial services, and licenses (SIE, with Series 7 obtainable within 60 days).

Qualifications

• Bachelor’s Degree in Finance or related field required.
• 2+ years of experience in financial services.
• SIE required; FINRA Series 7 or ability to obtain within 60 days.

Responsibilities

• Build and maintain relationships with financial advisors to generate assets in the territory.
• Educate advisors on product benefits through meetings, branch visits, seminars and conferences.
• Develop and implement wholesaling plans to meet sales goals and track activity.
• Deliver sales presentations at weekly wholesaling meetings.
• Collaborate with internal wholesalers to meet territory targets while managing travel and expenses.

Skills

Relationship building

Sales presentations

Problem solving

Task management

Communication

Education

Bachelor’s Degree in Finance or related field

Tools

CRM software

Job description

Raymond James Investment Management is seeking an External Wholesaler to manage and expand relationships with regional wirehouses and financial advisors. The role focuses on driving assets in the Ohio/remote territory, delivering compelling presentations, and executing wholesaling plans to achieve sales goals.

The ideal candidate has a finance-focused degree, 2+ years in financial services, and licenses (SIE, with Series 7 obtainable within 60 days).