Remote Financial Wholesaler: Territory Growth

280 Carillon Tower Advisers, Inc.; Louisiana (MO); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Critical illness insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James seeks a seasoned wholesaler to establish and grow relationships with regional financial advisors. You will educate advisors, execute territory plans, and drive sales of financial products across the territory.

The role requires up to 75% travel, strong presentation skills, and the ability to work remotely within the United States. A finance degree and FINRA SIE certification are preferred.

Qualifications

• Bachelor’s degree in finance or related field; 2+ years in financial services.
• FINRA SIE certification is preferred.
• Travel up to 75% across territory.
• Workstyle: Remote.

Responsibilities

• Build and maintain relationships with financial advisors to generate assets.
• Educate advisors on product benefits through meetings, presentations, and events.
• Develop and implement wholesaling plans to meet sales goals.
• Present sales activities at weekly wholesaling meetings.
• Maintain logs/databases of broker activity and profiles.

Skills

Relationship building

Presentation skills

Problem solving

Sales forecasting

Effective communication

Education

Bachelor’s Degree in Finance or related field

Job description

Raymond James seeks a seasoned wholesaler to establish and grow relationships with regional financial advisors. You will educate advisors, execute territory plans, and drive sales of financial products across the territory.

The role requires up to 75% travel, strong presentation skills, and the ability to work remotely within the United States. A finance degree and FINRA SIE certification are preferred.