Investment Solutions Portfolio Specialist

Raymond James; Florida, United States, Northern America, Americas; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

Raymond James seeks a dynamic Internal Sales Representative to join the Investment Solutions team in the Saint Petersburg area. You will build relationships with financial advisors, wealth managers, and institutional clients, promoting a wide range of investment products to drive sales and client outcomes.

The role emphasizes portfolio knowledge, active client engagement, and collaboration across partners, with a hybrid work arrangement and a comprehensive benefits package.

Qualifications

• Minimum 13 months to 3 years of general experience.
• FINRA registrations: S66, Series 7, SIE.
• Travel less than 25% and hybrid work style.

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 understanding of mutual funds, ETFs, model portfolios and SMAs.
• Track and report sales activity using CRM tools.

Skills

Strong communication

Presentation

Relationship-building

Self-starter

Education

Bachelor’s degree

Tools

CRM tools

Job description

Raymond James seeks a dynamic Internal Sales Representative to join the Investment Solutions team in the Saint Petersburg area. You will build relationships with financial advisors, wealth managers, and institutional clients, promoting a wide range of investment products to drive sales and client outcomes.

The role emphasizes portfolio knowledge, active client engagement, and collaboration across partners, with a hybrid work arrangement and a comprehensive benefits package.