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

Willenborg Wealth Management

Remote
Remote
Generate sales revenue from financial products
Manage existing client relationships
Develop new client relationships
Willenborg Wealth Management is seeking a bilingual External Wholesaler with advanced Spanish skills to generate sales revenue and manage relationships with financial advisors in a remote capacity. The ideal candidate will have a Bachelor's degree in Finance or a related field, along with at least two years of experience in the financial services industry. ###

Job Summary

  • Uses extensive knowledge and skills to 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.
  • Leads projects, programs or processes with significant business impact involving cross-functional teams.
  • Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a bilingual External Wholesaler with advanced Spanish skills to generate sales revenue and manage relationships with financial advisors in a remote capacity. The ideal candidate will have a Bachelor's degree in Finance or a related field, along with at least two years of experience in the financial services industry. ###

Skills & Requirements

Must-have

  • Generate sales revenue from financial products
  • Manage existing client relationships
  • Develop new client relationships
  • Conduct sales presentations
  • Develop and implement business plans

Nice-to-have

  • Client-first integrity
  • Independent and long-term view
  • Professional and authentic self

Key Requirements

  • Minimum two (2) years of experience in financial services
  • Bachelor’s Degree in Finance or related field
  • Advanced Spanish language proficiency
  • FINRA Series 7 license required
  • SIE required

Work Rights

Not specified

Tailored Resume

Cover Letter