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Raymond James · 1 month ago

External Wholesaler - Producer's Choice Network

United States

Full-time

Remote

Mid Level

3+ years exp

Raymond James is a financial services firm that focuses on client-first values and integrity. The External Wholesaler role is responsible for recruiting and maintaining relationships with financial professionals, educating them on products, and achieving sales goals within a designated territory.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Responsible for recruiting, building, and maintaining relationships with financial professionals

Assists with educating financial professionals on the benefits of offered products and services for their clients through individual or group meetings, presentations, including in person 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

Qualification

Financial services experienceLife & Health LicenseSecurities Industry Essentials Exam (SIE)Sales presentationsCustomer relationship managementProblem-solvingInterpersonal skillsOrganizational skillsTeam collaboration

Required

Bachelor's Degree (B.A.) in Finance or related field or two (2) years of experience in the financial services industry

Life & Health License is required

SIE is required, provided that no exemption or grandfathering applies

General Experience - 3 to 6 years, Manager Experience - 4 to 6 months

Preferred

FINRA Series 7 preferred, or the ability to obtain necessary licenses within six months of hire

Bachelor's: Business Administration, Bachelor's: Marketing

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

Funding

Current Stage

Public Company

Total Funding

$1.5B

2025-09-09Post Ipo Debt· $1.5B

1983-07-01IPO

Leadership Team

Paul Shoukry

Chief Executive Officer

James Sickling

COO - Fixed Income

Recent News

PR Newswire

Raymond James, Comcast, and Gentex to Deliver Keynotes at Parks Associates' 30th CONNECTIONS™: The Premier Connected Home Conference in Santa Clara, May 5-7

2026-01-22

Private Banker International

Raymond James to acquire Clark Capital Management

2026-01-17

thefly.com

Raymond James to acquire Clark Capital Management Group, terms not disclosed

2026-01-16

Company data provided by crunchbase