Remote Wholesaler Jobs
Remote wholesaler jobs are actively hiring across the U.S. at remote-first firms and distributed sales teams in sectors from consumer goods to industrial supply. Employers posting remote wholesaler roles right now include City National Bank, New York Life, and Raymond James. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 6+ Remote Wholesaler jobs
Job Description Summary
Under general direction with a high level of autonomy, uses 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 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. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company.Job Description
Responsibilities:
- Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory.
- Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.
- Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
- Presents sales activities at weekly wholesaling meetings.
- Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity.
- Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
- Manages expense account within allotted budget.
- Performs other duties and responsibilities as assigned.
Knowledge of:
- Fundamental concepts, principles and practices of the securities industry and asset management products.
- Broker/dealer operations.
Skill in:
- Identifying the needs of customers through effective questioning and listening techniques.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Analyzing business processes and identifying process improvement opportunities.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to:
- Represent the company in a highly professional manner.
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Develop and maintain effective working relationships with team members, internal partners, and external parties.
- Assimilate and prioritize strategies into operational guidelines.
- Work independently as well as collaboratively within a team environment.
- Establish clear directions and priorities.
Educational/Previous Experience Requirements:
- Bachelor’s Degree (B.A.) in Finance or related field and a minimum of two (2) years of experience in the financial services industry.
~or~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
- SIE required provided that an exemption or grandfathering cannot be applied.
- FINRA Series 7 and the ability to obtain other necessary licenses within sixty (60) days of hire.
Education
Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: MarketingWork Experience
General Experience - 3 to 6 yearsCertifications
Salary Range
$100,000.00-$100,000.00Travel
Up to 75%Workstyle
RemoteThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-JB1Job Description Summary
Under general direction with a high level of autonomy, uses 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 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. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company.Job Description
Responsibilities:
- Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory.
- Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.
- Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals.
- Presents sales activities at weekly wholesaling meetings.
- Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity.
- Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.
- Manages expense account within allotted budget.
- Performs other duties and responsibilities as assigned.
Knowledge of:
- Fundamental concepts, principles and practices of the securities industry and asset management products.
- Broker/dealer operations.
Skill in:
- Identifying the needs of customers through effective questioning and listening techniques.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Analyzing business processes and identifying process improvement opportunities.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to:
- Represent the company in a highly professional manner.
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Develop and maintain effective working relationships with team members, internal partners, and external parties.
- Assimilate and prioritize strategies into operational guidelines.
- Work independently as well as collaboratively within a team environment.
- Establish clear directions and priorities.
Educational/Previous Experience Requirements:
- Bachelor’s Degree (B.A.) in Finance or related field and a minimum of two (2) years of experience in the financial services industry.
~or~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
- SIE required provided that an exemption or grandfathering cannot be applied.
- FINRA Series 7 and the ability to obtain other necessary licenses within sixty (60) days of hire.
Education
Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: MarketingWork Experience
General Experience - 3 to 6 yearsCertifications
Salary Range
$100,000.00-$100,000.00Travel
Up to 75%Workstyle
RemoteThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Find Remote Wholesaler JobsRemote Wholesaler Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote wholesaler jobs.
- Two or more years of B2B or wholesale sales experience in a relevant product category
- Demonstrated ability to manage and grow a portfolio of wholesale or distribution accounts
- Proficiency with CRM software for pipeline tracking and account activity logging
- Strong knowledge of pricing structures, margin calculations, and volume discount programs
- Valid driver's license and willingness to travel within an assigned sales territory
- Bachelor's degree in business, marketing, supply chain management, or a related field
Tips for Your Remote Wholesaler Job Search
Apply early to remote roles that fit
Migrate Mate lists remote wholesaler openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings often fill faster than on-site ones, so getting your application in early matters.
Prove your async communication skills upfront
Remote wholesaler employers care deeply about written communication because most client and team contact happens over email, Slack, and CRM notes. Work samples, proposal documents, or client-facing email templates you've written demonstrate this better than any claim on a resume.
Show CRM proficiency in concrete terms
Name the specific platforms you've used, such as Salesforce, HubSpot, or Microsoft Dynamics, and describe how you used them to manage pipelines or track accounts. Remote employers can't watch you work, so verifiable tool fluency signals you can operate independently from day one.
Prepare for a remote-specific interview format
Remote wholesaler interviews often include scenario questions about managing accounts without face-to-face meetings and staying organized across time zones. Practice walking through a past deal or account relationship entirely through the lens of remote communication and async follow-up.
Remote Wholesaler Jobs: Frequently Asked Questions
How do I get a remote wholesaler job?
Target companies with distributed sales teams and remote-first cultures, since they've built the infrastructure for wholesalers to work independently. Remote employers screen for self-direction, strong written communication, and proficiency with CRM platforms and virtual presentation tools. Demonstrating a consistent pipeline-building approach and comfort managing accounts without in-person touchpoints gives you a clear edge over candidates who've only worked in office settings.
Which companies hire remote wholesalers?
Remote wholesaler roles are posted by City National Bank, New York Life, and Raymond James and others right now, based on current remote listings on Migrate Mate as of November 2026. Remote-first firms, distributed national sales organizations, and companies in sectors like financial services, consumer goods, and technology tend to hire wholesalers remotely most consistently.
Can you get a remote wholesaler job with no experience?
Yes, but remote entry-level wholesaler roles are harder to land because employers expect you to work independently from day one with minimal supervision. Remote-first companies and smaller distributors are more open to entry-level candidates. Showing self-managed projects, completed sales or business coursework, and comfort with CRM and video-call tools can substitute for direct experience and open the door.
Do you need a degree for remote wholesaler jobs?
Not always. Remote employers often weigh demonstrated sales results, product knowledge, and CRM proficiency alongside or instead of a degree. Candidates who can show a history of building relationships, managing accounts, or closing deals remotely are competitive regardless of formal education, particularly at remote-first companies and in sectors like technology or consumer goods.
See All 6 Remote Wholesaler Jobs
Find roles that match your experience and apply in just a few clicks.
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