Remote Financial Wholesaler: Grow Advisor Relationships

280 Carillon Tower Advisers, Inc.; Kentucky; Hybrid; USD 72,000 - 88,000; Full time

Benefits offered by this job

Medical, dental & vision

Retirement plan

Paid time off

Parental leave

Job summary

Raymond James is seeking a senior wholesaling professional to expand relationships with financial advisors and drive revenue across a defined territory. You will educate clients on financial products, present at branch visits and conferences, and develop strategic plans to meet sales targets.

The role emphasizes cross-functional collaboration and travel up to 75%, with a remote work style and comprehensive benefits.

Qualifications

• Bachelor’s Degree in Finance or related field with 2+ years in financial services.
• SIE 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.
• Educate financial advisors on product benefits through meetings, branch visits, seminars, and conferences.
• Develop and implement wholesaling plans to achieve sales goals.
• Present sales activities at weekly wholesaling meetings.
• Maintain broker profiles and activity data; work with internal wholesalers to hit targets.

Skills

Relationship building

Presentation skills

Territory planning

Problem solving

Education

Bachelor’s Degree in Finance or related field

Tools

CRM software

Job description

Raymond James is seeking a senior wholesaling professional to expand relationships with financial advisors and drive revenue across a defined territory. You will educate clients on financial products, present at branch visits and conferences, and develop strategic plans to meet sales targets.

The role emphasizes cross-functional collaboration and travel up to 75%, with a remote work style and comprehensive benefits.