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Raymond James · 3 days ago

Portfolio Consultant – Asset Management Service

St. Petersburg, FL

Full-time

Hybrid

Entry Level

1+ years exp

Raymond James is seeking a dynamic and motivated Internal Sales Representative to join their growing Investment Solutions team. In this role, you will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients to promote and sell investment products.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Proactively engage with financial professionals via phone, email, virtual meetings and in-person to promote investment products

Partner with external partners to develop and execute territory sales strategies

Educate clients on product features, market trends, and portfolio positioning

Maintain a deep understanding of our investment offerings, including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs)

Track and report on sales activity using CRM tools

Provide exceptional service and support to clients, ensuring a seamless sales experience

Qualification

Investment products knowledgeSales experienceCRM tools proficiencyFinancial markets passionFinancial certificationsCommunication skillsPresentation skillsRelationship-building skillsCollaborative mindsetGoal-oriented attitude