Raymond James

External Wholesaler - Raymond James Investment Management - Remote / Ohio

Remote - Ohio, United States of America

Sponsorship not specifiedDetected 10 hours ago

Process ImprovementResearchCommunicationProblem SolvingPublic Speaking

About the role

Provides comprehensive solutions to complex problems or needs.
End results are evaluated for achieving goals and objectives.
When associates bring their best authentic selves, our organization, clients, and communities thrive.

Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory.
Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity.
Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
Manages expense account within allotted budget.
Performs other duties and responsibilities as assigned.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Bachelor's Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry.
SIE required provided that an exemption or grandfathering cannot be applied.
FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire.
Bachelor's: Business Administration, Bachelor's: Marketing
General Experience - 3 to 6 years

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Eligibility for benefits and specific offerings may vary based on position and employment status.
To view more details of the benefits offered, visit Myrjbenefits.com.

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
Identifying the needs of customers through effective questioning and listening techniques.

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.