More jobs:
Territory Financial Wholesaler & Advisor Relations
Job in
Lakewood, Cuyahoga County, Ohio, 44107, USA
Listed on 2026-07-31
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-07-31
Job specializations:
-
Sales
Financial Sales
Job Description & How to Apply Below
Raymond James Financial, Inc. seeks a Territory Wholesale Specialist to build and maintain relationships with financial advisors in a designated territory and to help generate assets.
You will educate advisors on the benefits of products and services, deliver presentations at meetings, and collaborate with internal wholesalers to meet sales goals. The role requires a Bachelor’s Degree in Finance and FINRA Series 7 licensing, with strong communication and organizational skills to work
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