Internal Wholesaler- Raymond James Investment Management

Raymond James, Inc.; Florida; On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Paid Time Off

Job summary

Raymond James Investment Management seeks an Internal Wholesaler in Saint Petersburg, FL. Under limited direction, you will support Internal and External Wholesalers and Sales Support, helping develop target market campaigns, reach out to Financial Advisors, schedule appointments and prepare client presentations.

You will assist with case analysis, proposals, and marketing campaigns, handle regional phone coverage, and communicate with advisors in other regions.

Qualifications

• Associate degree and/or 1–3 years of financial industry experience.
• SIE required; Series 7 to be obtained within six months of hire.

Responsibilities

• Assist in all aspects of the sales process and support Internal/External Wholesalers.
• Collaborate with Senior Wholesalers to generate new business and campaigns.
• Contact Financial Advisors across regions to introduce products and set appointments.
• Assist in case analysis, proposals, and marketing campaigns.

Skills

Sales support

Presentations

Communication

Teamwork

Organization

Education

Associate’s Degree

High School Diploma

Job description

## Internal Wholesaler- Raymond James Investment ManagementApply: Saint Petersburg, Florida - United States: Full time: Posted Today: R-0013416**Job Description Summary**Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed.**Job Description****Responsibilities:**• Assists in all aspects of the sales process.• Works with Senior Wholesalers to generate new business and increase sales.• Communicates to Financial Advisors in other regions and introduce products both in person and by phone.• Assists in case analysis and presentation.• Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. as needed.• Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.• Responds to requests from Financial Advisors who need assistance in selling products.• Performs other duties and responsibilities as assigned.**Knowledge of:**• The securities industry and products.• Company’s working structure, policies, mission, and strategies.• Advanced concepts, principles, and practices of assigned functional area.• Broker/dealer operations.**Skill in:**• Preparing and delivering clear, convincing, and professional presentations to small and large audiences.• 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.• Detail orientation to ensure quality standards are met without impairing workflow.• Follow-up to ensure resolution and completion of tasks.• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.**Ability to:**• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external clients at all organizational levels, and with all levels of expertise in the securities industry, to accomplish objectives.• Effectively address concerns or challenging questions when they arise.• Represent RJA in a highly professional manner.• Effectively market Raymond James and show resilience through the prospecting process.• Work independently as well as collaboratively within a team environment.• Take on responsibilities beyond what is required; volunteers to take on new assignments.• Exhibit tendencies to be a self-starter and not wait for signals.• Promote products and be comfortable in a sales environment.• Demonstrate high self-confidence.• Excel in a team environment.**Educational/Previous Experience Requirements:**• Associate’s Degree (A.A.) in related field and/or one (1) to three (3) years financial industry related experience and/or training; or equivalent of education and experience.~or~• Any equivalent combination of experience, education, and/or training as approved by Human Resources.**Licenses/Certifications:**• SIE required provided that an exemption or grandfathering cannot be applied.• Series 7 License, to be obtained within six (6) months of hire date.**Education**Associate's, High School (HS)**Work Experience**General Experience - 13 months to 3 years**Certifications****Travel**Less than 25%**Workstyle**HybridThe 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.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 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 firmAt 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.