Investment Solutions Portfolio Specialist

Raymond James; Florida; Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits package

Ongoing training and development

Career advancement opportunities

Job summary

Raymond James in Saint Petersburg, FL seeks a Portfolio Specialist within Asset Management Services to drive relationships with financial advisors, wealth managers, and institutional clients, promoting a suite of investment products.

You will collaborate with partners to execute territory sales plans, educate clients on fund features, market trends, and portfolio positioning, and maintain CRM activity to track results.

Qualifications

• Bachelor’s degree required.
• 1–3 years of general sales/relationship-building experience.
• FINRA licenses: S66, S7, SIE or willingness to obtain.

Responsibilities

• Proactively engage financial professionals to promote investment products by phone, email, virtual meetings and in-person calls.
• Partner with external teams to develop and execute territory sales strategies.
• Educate clients on product features, market trends, and portfolio positioning; maintain CRM activity.

Skills

Communication skills

Presentation skills

Relationship-building

Sales mindset

Education

Bachelor’s degree

Tools

CRM software

Job description

Raymond James in Saint Petersburg, FL seeks a Portfolio Specialist within Asset Management Services to drive relationships with financial advisors, wealth managers, and institutional clients, promoting a suite of investment products.

You will collaborate with partners to execute territory sales plans, educate clients on fund features, market trends, and portfolio positioning, and maintain CRM activity to track results.