External Wholesaler
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
External wholesaler building advisor relationships and generating asset-management product sales for Raymond James. Developing territory plans, presenting products, and partnering with internal wholesalers.
Responsibilities:
- 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
Similar Jobs
Dynamics 365 Finance & Operations Developer
Dynamics 365 F&O developer building X++ extensions, integrations, and data pipelines. Automating finance operations and reporting for Sumitomo Electric Lightwave.
External Wholesaler
External wholesaler building advisor relationships and driving investment-product sales for Raymond James Investment Management. Managing territory plans, presentations, leads, and advisor education across Central Florida.
Principal Financial Analyst, Revenue Forecasting
Principal Financial Analyst owning SaaS revenue forecasting for RSA, a digital identity and access management provider. Modeling revenue, analyzing risks, and advising executive finance and GTM leaders.
Principal Financial Analyst, GTM Expense Management
Principal Financial Analyst managing GTM budgets, forecasts, and cost efficiency for RSA, a trusted identity and access management provider. Partnering with Sales, Marketing, and Services leadership.
Principal Specialist, General Finance
Principal Finance Specialist supporting E1 financial systems for RTX, an aerospace and defense company. Developing reports, maintaining configurations, and enabling finance operations.
Emergency Case Management Personal Financial Educator
Personal Financial Educator providing emergency case management and financial counseling for Japan-based Navy service members and families. Delivering training, referrals, crisis support, and shipboard services.
Senior FP&A Analyst – Contract
Senior FP&A Analyst supporting TrueCommerce’s integrated supply-chain network through budgeting, forecasting, reporting, and SaaS financial insights. Automating dashboards and analyzing operational spend for executive decision-making.
Senior Manager, FP&A, Sales Operations
KatRisk, a catastrophe-risk modeling provider, seeks an FP&A and Sales Operations Manager. Owning financial planning, SaaS metrics, forecasting, pipeline analytics, and sales strategy.
FP&A Analyst
FP&A Analyst managing budgets, forecasts, dashboards, and M&A analysis for NexCore’s decentralized operating companies. Supporting data-driven growth through financial modeling, reporting, and strategic insights.
Associate Director, Programmatic Investment
Associate Director shaping programmatic strategy for Ad Results Media, a U.S. performance-based podcast and audio advertising agency. Leading DSP negotiations, campaign optimization, client strategy, and programmatic team development.
NetSuite Consulting Manager – Financials
NetSuite Consulting Manager leading financial ERP implementations for BPM, a California-based accounting and consulting firm. Managing enterprise client engagements, functional design, teams, and pre-sales initiatives.
Financial Analyst – Submission Review
Remote financial analyst reviewing financial submissions for UK/Australian entities undergoing viability assessments. Reconciling statements, mapping data, requesting clarifications, and supporting analyst teams.
Junior Financial Analyst
Junior Financial Analyst supporting Drummond’s accounting, legal, and consulting services for Brazil and U.S. clients. Managing payables, receivables, reconciliations, cash flow, and monthly closings.
Freelance Finance Expert
Finance experts evaluating AI-generated stock, earnings, commodity, and cross-market analysis for Lightly AG’s machine-learning platform. Reviewing outputs and verifying financial event reasoning for a YC-backed AI startup.
Consultant – Carbon Finance, MRV for Feeder-Level Solarisation
Carbon finance consultant developing MRV and revenue-sharing frameworks for India's feeder-level solarisation. Supporting high-integrity carbon credits and equitable revenue distribution among agricultural energy stakeholders.
Asset Finance Broker
Asset Finance Broker helping Australians secure loans through Ausloans, a technology-driven finance brokerage. Managing client relationships and finance applications from enquiry through settlement.
Offshore Finance Officer
Offshore Finance Officer processing transactions and reconciliations for Smart Energy, an Australian home electrification and renewable energy retailer. Supporting reporting, payroll, credit control, and month-end close for onshore finance teams.
Financial Advisor – Management Trainee
Financial Advisor helping Atlanta clients with investment, estate, and comprehensive financial planning. Developing personalized strategies and maintaining client relationships for a wealth consulting firm.
Financial Protection Advisor
Financial Protection Advisor helping U.S. families through Meron Financial Agency’s lead-driven insurance system. Building an agency with mentorship, technology, and uncapped commission potential.
Investment Banking Expert
Investment banking expert creating Fortune 500 M&A, capital markets, and valuation evaluation tasks for Mercor. Building rubrics and reference deal materials to train frontier AI systems.