Raymond James

External Wholesaler - Producer's Choice Network

Raymond James

3 months ago
Remote
Full Time
Medior
0 applicants
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Raymond James
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About this role

A territory wholesaler at Raymond James builds and manages relationships with financial advisors, brokers, and agents to generate sales of financial products across a defined geography. The role operates with significant autonomy and leverages industry knowledge of insurance and securities to drive production and support business growth. It typically requires several years of experience in financial services and familiarity with relevant licenses and exams.

Skills

Qualifications

Bachelor's Degree: FinanceBachelor's Degree: Business AdministrationLife & Health LicenseSIEFINRA Series 7 (Preferred)
Raymond James

About Raymond James

rjcapitalmarkets.com

N/A

About Raymond James

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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