External Wholesaler - Raymond James Investment Management / Bilingual, Advanced Spanish

Chartwell Investment Partners

Remote
Remote
Extensive knowledge of securities industry
Build and maintain financial advisor relationships
Develop and implement wholesaling business plans
Chartwell Investment Partners is seeking a bilingual External Wholesaler with advanced Spanish skills to manage relationships with financial advisors and generate sales revenue for financial products. The role requires a strong background in the financial services industry, excellent communication skills, and the ability to work independently in a remote environment

Job Summary

  • Create new and manage existing relationships with regional wire houses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory.
  • Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.
  • Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a bilingual External Wholesaler with advanced Spanish skills to manage relationships with financial advisors and generate sales revenue for financial products. The role requires a strong background in the financial services industry, excellent communication skills, and the ability to work independently in a remote environment.

Skills & Requirements

Must-have

  • Extensive knowledge of securities industry
  • Build and maintain financial advisor relationships
  • Develop and implement wholesaling business plans
  • Deliver sales goals
  • Advanced Spanish language proficiency

Nice-to-have

  • Cross-functional team leadership
  • Tactical planning and complex assignment completion
  • Client-first, integrity, independence, long-term view

Key Requirements

  • Minimum two (2) years of experience in financial services
  • Bachelor’s Degree in Finance or related field
  • SIE required
  • FINRA Series 7
  • Obtain other necessary licenses within sixty (60) days of hire
  • Up to 75% travel

Work Rights

Not specified

Tailored Resume

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