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Raymond James

External Wholesaler

Raymond James

External Wholesaler at Raymond James Investment Management managing relationships with financial advisors for generating sales. Requires effective communication and knowledge of financial products in finance industry.

Posted 7/22/2026full-timeRemote • Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in building relationships with financial advisors and educating them on product benefits. Proficient in developing wholesaling business plans and maintaining accurate activity logs within the financial services industry.

Highest-signal resume keywords
Bachelor's Degree In FinanceMinimum Two Years Experience In Financial ServicesSIE CertificationFINRA Series 7Wholesaling Business Plan Development

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Relationship BuildingPresentation Skills
Tools & Technologies
Activity LogsDatabases
Certifications & Qualifications
SIEFINRA Series 7
Industry Keywords
Financial AdvisorsWholesalingSales ActivitiesProduct Benefits

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

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