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Raymond James

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United States
Remote
Posted May 9, 2026

English

Spanish

Raymond James Is Hiring A Bilingual Financial Wholesaler

Join a premier financial services firm as a Relationship Manager targeting financial advisors in New York, with opportunities for remote work and extensive travel. This role offers a dynamic environment to build client relationships and drive sales growth.

🔍 Job Overview

We are seeking a motivated and dedicated individual to develop and maintain strong relationships with financial advisors across New York. Your main responsibilities will include educating advisors about various financial products and executing strategic business plans to meet and exceed sales targets.

📋 Key Responsibilities

  • Build and nurture relationships with financial advisors in the New York area 🏦
  • Educate advisors on a wide range of financial products and services 📈
  • Implement and monitor business plans to achieve sales objectives 🎯
  • Travel up to 75% to meet with clients and conduct business activities 🧳
  • Work remotely, maintaining strong communication and organizational skills 💻

🎓 Qualifications

  • Bachelor's Degree in Finance or a related field 🎓
  • Minimum of 2 years of experience in financial services 📊
  • Bilingual in Spanish and English 🗣️

✨ About You

If you are a proactive professional with excellent interpersonal skills, a passion for finance, and the ability to connect with diverse clients, this role is perfect for you!

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