External Wholesaler - Raymond James Investment Management - Remote / Ohio

Responsibilities

• Build and maintain relationships with financial advisors to generate assets within a specific territory.
• Aid in educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings, presentations, branch visits, seminars, and conferences/trade shows.
• Develop and implement wholesaling business plans for the territory to meet sales goals.
• Present sales activities at weekly wholesaling meetings.
• Manage expense accounts within allotted budgets.
• Work closely with assigned internal wholesalers to deliver sales goals by identifying and fostering leads generated from referrals, advertising campaigns, and territory canvassing.
• Perform other duties and responsibilities as assigned.

Knowledge

• Fundamental concepts, principles, and practices of the securities industry and asset management products.
• Broker/dealer operations.

Skill

• Identify customer needs through effective questioning and listening techniques.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Prepare and deliver clear, convincing, and professional sales presentations to small and large audiences.
• Solve complex problems or needs.
• Analyze business processes and identify process improvement opportunities.
• Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

Ability

• Represent the company in a highly professional manner.
• Organize, prioritize, and manage tasks and projects to complete work efficiently.
• Communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
• Develop and maintain effective working relationships with team members, internal partners, and external parties.
• Establish clear directions and priorities.

Knowledge/Experience 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.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• SIE required, provided that an exemption or grandfathering cannot be applied.
• FINRA Series 7 and the ability to obtain other necessary licenses within sixty (60) days of hire.

Salary Range

$80,000.00-$80,000.00

Travel

Up to 75%

Workstyle

Remote