Hybrid Associate Relationship Manager & Internal Wholesaler

Raymond James; Philadelphia (Philadelphia County); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid time off

Retirement savings

Job summary

Raymond James is seeking a motivated individual for a sales role that focuses on developing and maintaining relationships with Financial Advisors. The ideal candidate will have strong sales skills and experience in the financial services industry.

This position requires excellent communication abilities and a proactive attitude towards achieving sales targets. The role supports a hybrid work style, providing flexibility.

Benefits include a comprehensive compensation package, medical coverage, and a commitment to professional growth.

Qualifications

• Thorough understanding of financial/capital markets, mutual funds, and investment vehicles.
• Strong consultative sales skills, including probing and closing.
• Experience in the financial services industry preferred.
• Ability to learn and adapt to new technologies.

Responsibilities

• Manage territory and meeting sales and revenue goals.
• Conduct relationship-building sales calls with Financial Advisors.
• Develop and execute sales plans.

Skills

Sales skills

Interpersonal skills

Analytical skills

Communication skills

Technical adaptability

Education

Bachelor’s degree in Finance

Tools

CRM software

Job description

Raymond James is seeking a motivated individual for a sales role that focuses on developing and maintaining relationships with Financial Advisors. The ideal candidate will have strong sales skills and experience in the financial services industry.

This position requires excellent communication abilities and a proactive attitude towards achieving sales targets. The role supports a hybrid work style, providing flexibility.

Benefits include a comprehensive compensation package, medical coverage, and a commitment to professional growth.