Regional Director, Structured Investments Consultant

Raymond James & Associates, Inc. is a leading diversified financial services company providing investment banking, wealth management, and brokerage services. Founded in 1962, the company serves individual investors, corporations, and municipalities with a comprehensive range of financial products and advisory services. Raymond James is committed to delivering personalized financial solutions and maintaining strong client relationships through a network of financial advisors across the United States and Canada. The firm emphasizes integrity, client focus, and long-term growth, positioning itself as a trusted partner in the financial industry.

The job entails representing Raymond James' Structured Investments Platform externally to create and manage relationships with financial advisors, focusing on sales targets, new business development, and customer relationship management. The role covers the Central Region, including states like Illinois, Iowa, Indiana, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, and Wisconsin. Responsibilities include providing face-to-face support, delivering presentations, developing business plans, maintaining activity logs, collaborating with product teams, and managing expenses. The candidate must demonstrate advanced knowledge of structured investments, financial markets, and excellent communication skills. Educational requirements include a bachelor’s degree in business, finance, or related fields, with at least 8 years of experience in financial services. Licenses such as FINRA Series 7, 66 or 63/65, and SIE are required or obtainable within 90 days. The position is full-time, remote, with 50-75% travel, and offers a salary range from $35,568 to $300,000.

The role involves managing relationships with financial advisors, driving sales of structured investments, and providing expert guidance within the Central Region.

United States

The job entails representing Raymond James' Structured Investments Platform externally to create and manage relationships with financial advisors, focusing on sales targets, new business development, and customer relationship management. The role covers the Central Region, including states like Illinois, Iowa, Indiana, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, and Wisconsin. Responsibilities include providing face-to-face support, delivering presentations, developing business plans, maintaining activity logs, collaborating with product teams, and managing expenses. The candidate must demonstrate advanced knowledge of structured investments, financial markets, and excellent communication skills. Educational requirements include a bachelor’s degree in business, finance, or related fields, with at least 8 years of experience in financial services. Licenses such as FINRA Series 7, 66 or 63/65, and SIE are required or obtainable within 90 days. The position is full-time, remote, with 50-75% travel, and offers a salary range from $35,568 to $300,000.Requirements:<ul><li> Bachelor’s Degree in business, finance, or a related discipline and a minimum of eight years’ experience in the financial services industry.</li><li> OR an equivalent combination of experience, education, and training approved by Human Resources.</li><li> Required: FINRA Series 7, Series 66 or 63/65, SIE or ability to obtain within 90 days.</li><li> Knowledge of structured investments, financial markets, and advisory functions.</li><li> Excellent verbal and written communication skills.</li><li> Ability to develop and maintain client relationships.</li><li> Strong organizational and project management skills.</li><li> Ability to work independently and collaboratively.</li><li> High level of professionalism and ethical standards.</li></ul>Benefits:<ul><li> Competitive salary</li><li> Health insurance</li><li> Dental and vision coverage</li><li> Retirement plans</li><li> Paid time off (PTO)</li><li> Vacation and sick leave</li><li> Parental leave</li><li> Remote work flexibility</li><li> Travel opportunities</li><li> Professional development and training</li></ul>

Raymond James & Associates, Inc.

Regional Director, Structured Investments Consultant The role involves managing relationships with financial advisors, driving sales of structured investments, and providing expert guidance within the Central Region. The job entails representing Raymond James' Structured Investments Platform externally to create and manage relationships with financial advisors, focusing on sales targets, new business development, and customer relationship management. The role covers the Central Region, including states like Illinois, Iowa, Indiana, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, and Wisconsin. Responsibilities include providing face-to-face support, delivering presentations, developing business plans, maintaining activity logs, collaborating with product teams, and managing expenses. The candidate must demonstrate advanced knowledge of structured investments, financial markets, and excellent communication skills. Educational requirements include a bachelor’s degree in business, finance, or related fields, with at least 8 years of experience in financial services. Licenses such as FINRA Series 7, 66 or 63/65, and SIE are required or obtainable within 90 days. The position is full-time, remote, with 50-75% travel, and offers a salary range from $35,568 to $300,000. Regional Director, Structured Investments Consultant Consultant Raymond James & Associates, Inc. Financial Services Investment Banking Wealth Management Brokerage Illinois Iowa Indiana Kansas Michigan Minnesota Missouri Nebraska North Dakota South Dakota Wisconsin

This position requires developing and executing sales strategies, supporting financial advisors, and increasing platform utilization across the Central Region. It involves extensive client interaction, project leadership, and deep industry knowledge.

Find Your Dream Remote Job

Filters

Visa Sponsorship