Raymond James
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.
External Wholesaler
🔥 21 minutes ago
🏈 Ohio – Remote
💵 $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
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Raymond James
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
• Building and maintaining relationships with financial advisors to generate assets • Assisting with educating financial advisors on product benefits through presentations • Developing and implementing wholesaling business plans for the territory • Presenting sales activities at weekly wholesaling meetings • Maintaining wholesaling activity logs and databases
🎯 Requirements
• Bachelor’s Degree (B.A.) in Finance or related field • 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 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
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