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

Willenborg Wealth Management

**
Advanced spanish bilingual requirement
Building relationships with financial advisors
Generating sales revenue in territory
** Willenborg Wealth Management is seeking a bilingual External Wholesaler with advanced Spanish skills to build and maintain relationships with financial advisors and generate revenue through the sale of financial products. The role requires significant autonomy, problem-solving abilities, and strong communication skills, with a focus on meeting sales goals within a designated territory. **

Job Summary

  • The role involves creating and managing relationships with regional wire houses, financial advisors, and agents to generate sales revenue.
  • Candidates must possess advanced Spanish language skills to effectively communicate with clients and partners in the territory.
  • The position requires a Bachelor's degree and at least two years of experience in the financial services industry.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking a bilingual External Wholesaler with advanced Spanish skills to build and maintain relationships with financial advisors and generate revenue through the sale of financial products. The role requires significant autonomy, problem-solving abilities, and strong communication skills, with a focus on meeting sales goals within a designated territory. **

Skills & Requirements

Must-have

  • Advanced Spanish bilingual requirement
  • Building relationships with financial advisors
  • Generating sales revenue in territory
  • Delivering professional sales presentations
  • Managing expense accounts within budget

Nice-to-have

  • Cross-functional team leadership experience
  • Process improvement analysis skills
  • Fast-paced work environment adaptability
  • Strategic business planning capabilities

Key Requirements

  • Bachelor's Degree in Finance or related field
  • Minimum 2 years financial services experience
  • FINRA Series 7 license required
  • SIE exam required unless exempted
  • Advanced Spanish proficiency mandatory

Work Rights

Not specified

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