External Wholesaler - Raymond James Investment Management - Remote / Ohio

US · Remote Ohio - United States · Remote · Full-time

需适配美国时区，最高75%出差

Remote worldwideOpen to China

Salary not stated

Securities industry knowledgeBroker/dealer operationsCustomer needs identificationTask managementSales presentationProblem solvingBusiness process analysisOffice softwareCross-functional collaborationFinancial services sales

Excerpt

Job Description Summary Under general direction with a high level of autonomy, extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required…

The summary and highlights are AI-generated and may contain errors; the original posting prevails.

Query understanding and Chinese summaries are generated by the Doubao (Yunque) large language model (generative AI service filing no. Beijing-YunQue-20230821; algorithm filing no. 网信算备110108823483901230065号), provided by Beijing Volcano Engine Technology Co., Ltd.

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