External Wholesaler

Raymond James

External Wholesaler at Raymond James managing financial advisor relationships and generating assets in Louisiana territory. Collaborating with internal teams and educating clients on financial products.

Posted 7/22/2026full-timeRemote • Louisiana • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and maintaining relationships with financial advisors, delivering presentations, and developing business plans to achieve sales goals. Proficient in managing wholesaling activities and maintaining accurate records to support sales efforts.

Highest-signal resume keywords

Bachelor's Degree In FinanceMinimum Two Years Experience In Financial ServicesSIE CertificationFINRA Series 7Sales Goal Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Relationship BuildingPresentation SkillsCommunication Skills

Tools & Technologies

Wholesaling Activity LogsDatabases

Certifications & Qualifications

SIEFINRA Series 7

Industry Keywords

Financial AdvisorsWholesalingSales GoalsBroker ProfileExpense Management

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.