External Wholesaler - Raymond James Investment Management - Remote / Ohio (Finance)

Location: Remote Ohio, United States; travel up to 75%

Salary: $80,000.00–$80,000.00 per year

Company

hirify.global is a financial services firm focused on investment management and financial products.

What you will do

• Build and maintain relationships with financial advisors, brokers, and agents across an assigned territory.
• Generate assets and sales revenue for financial products by developing new and existing relationships.
• Educate advisors through individual and group meetings, branch visits, seminars, conferences, and trade shows.
• Develop and implement territory wholesaling plans to achieve sales goals.
• Identify and foster leads from referrals, advertising campaigns, and territory canvassing.
• Maintain broker profiles, sales activity records, expense accounts, and weekly sales reporting.

Requirements

• Bachelor’s degree in finance, business administration, marketing, or a related field, or an equivalent combination of education and experience.
• At least two years of experience in the financial services industry; general experience of three to six years is listed.
• Knowledge of securities industry concepts, asset management products, and broker-dealer operations.
• Strong skills in professional sales presentations, customer needs discovery, organization, problem-solving, and relationship management.
• Securities Industry Essentials Exam (SIE) certification is required unless an exemption or grandfathering applies.
• FINRA Series 7 is required, with the ability to obtain other necessary licenses within 60 days of hire.

Culture & Benefits

• Remote work arrangement with extensive external client contact and up to 75% travel.
• Medical, dental, and vision coverage may be available.
• Life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• People-first culture centered on client focus, integrity, independence, collaboration, accountability, and continuous improvement.