External Wholesaler

🔥 0 minutes ago

⚜️ Louisiana – Remote

⚜️ Louisiana – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory. • Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows. • Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals. • Presents sales activities at weekly wholesaling meetings. • 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.

🎯 Requirements

• Bachelor’s Degree (B.A.) in Finance or related field • 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.

🏖️ Benefits

• medical, dental, and vision; • life insurance; • critical illness insurance and accident insurance; • disability benefits; • retirement savings; • paid time off (including vacation, holidays, and sick leave); • parental leave.