External Wholesaler

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – 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

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

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

• Build and maintain relationships with financial advisors to generate assets within a specific territory • Educate financial advisors on offered products and services through individual or group meetings, branch visits, seminars, and conferences/trade shows • Develop and implement wholesaling business plans for the territory to achieve sales goals • Present sales activities at weekly wholesaling meetings • Maintain wholesaling activity logs and databases, including broker profiles and current or proposed sales activity • Work with the assigned internal wholesaler to achieve sales goals by fostering leads from referrals, advertising campaigns, and territory canvassing • Manage the expense account within the allotted budget • Lead projects, programs, or processes involving cross-functional teams • Perform other assigned duties and responsibilities

🎯 Requirements

• Bachelor’s Degree (B.A.) in Finance or related field and a minimum of two (2) years of experience in the financial services industry, or an equivalent combination of experience, education, and/or training approved by Human Resources • SIE required unless an exemption or grandfathering can be applied • FINRA Series 7 required, with ability to obtain other necessary licenses within sixty (60) days of hire • Knowledge of fundamental concepts, principles, and practices of the securities industry and asset management products • Knowledge of broker/dealer operations • Ability to identify customer needs through effective questioning and listening techniques • Ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment • Skill in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences • Problem-solving skills sufficient to analyze, research, and resolve inquiries and issues in a timely manner • Skill in analyzing business processes and identifying process improvement opportunities • Proficiency operating standard office equipment and required software applications • Ability to represent the company professionally • Ability to communicate effectively and professionally, orally and in writing, with all organizational levels • Ability to develop and maintain effective working relationships • Ability to work independently and collaboratively • Up to 75% travel

🏖️ Benefits

• Benefits package may include medical, dental, and vision insurance • Life insurance • Critical illness insurance • Accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Professional development opportunities • Enriching networking groups • Diversity and inclusion support