Portfolio Specialist – Asset Management Service

Raymond James

Remote
Base: competitive base salary; bonus/equity: perfo...
Remote
Promote investment products
Develop territory sales strategies
Educate clients on investment offerings
Raymond James is seeking a motivated Portfolio Specialist to join their Investment Solutions team, focusing on building relationships with financial advisors and institutional clients to promote investment products. The role emphasizes strong communication skills and a passion for financial markets, along with a commitment to exceptional client service

Job Summary

  • Proactively engage with financial professionals via phone, email, virtual meetings and in-person to promote investment products.
  • Educate clients on product features, market trends, and portfolio positioning.
  • Competitive base salary + performance-based incentives and a comprehensive benefits package are offered.

Matching Summary

Match Score: 85

Raymond James is seeking a motivated Portfolio Specialist to join their Investment Solutions team, focusing on building relationships with financial advisors and institutional clients to promote investment products. The role emphasizes strong communication skills and a passion for financial markets, along with a commitment to exceptional client service.

Salary

Base: Competitive base salary; Bonus/Equity: performance-based incentives; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Promote investment products
  • Develop territory sales strategies
  • Educate clients on investment offerings
  • Track sales activity using CRM

Nice-to-have

  • Passion for financial markets
  • Collaborative mindset
  • Goal-oriented attitude

Key Requirements

  • 13 months to 3 years of experience
  • Bachelor's degree
  • FINRA Series 66
  • FINRA Series 7
  • Securities Industry Essentials Exam (SIE)

Work Rights

Not specified

Tailored Resume

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