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

Chartwell Investment Partners

Fully remote
Advanced spanish bilingual proficiency
Building relationships with financial advisors
Generating sales revenue in territory
The role involves creating and managing relationships with regional wire houses, financial advisors, and agents to generate sales revenue

Job Summary

  • The role involves creating and managing relationships with regional wire houses, financial advisors, and agents to generate sales revenue.
  • Candidates must be bilingual with advanced Spanish skills to effectively serve the target market.
  • The position requires extensive travel up to 75% and a high level of autonomy in developing tactical business plans.

Matching Summary

The role involves creating and managing relationships with regional wire houses, financial advisors, and agents to generate sales revenue.

Skills & Requirements

Must-have

  • Advanced Spanish bilingual proficiency
  • 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
  • Process improvement analysis skills
  • Fast-paced environment adaptability
  • Strategic planning capabilities
  • Professional interpersonal communication

Key Requirements

  • Bachelor's degree in Finance or related field
  • Minimum 2 years experience in financial services
  • FINRA Series 7 license required
  • SIE exam required unless exempted
  • Ability to obtain licenses within 60 days of hire

Work Rights

Not specified

Tailored Resume

Cover Letter