Portfolio Specialist – Asset Management Service

Raymond James

Base: competitive; bonus/equity: performance-based...
Hybrid
Proactive client engagement via phone and email
Deep understanding of mutual funds and etfs
Experience with crm tools for sales tracking
The role involves proactively engaging with financial professionals to promote a suite of investment products and solutions

Job Summary

  • The role involves proactively engaging with financial professionals to promote a suite of investment products and solutions.
  • Candidates must maintain a deep understanding of offerings including mutual funds, ETFs, model portfolios, and Separately Managed Accounts.
  • The company offers a competitive base salary plus performance-based incentives along with comprehensive benefits and professional development.

Matching Summary

The role involves proactively engaging with financial professionals to promote a suite of investment products and solutions.

Salary

Base: Competitive; Bonus/Equity: Performance-based incentives; Benefits: Health, dental, 401(k)

Skills & Requirements

Must-have

  • Proactive client engagement via phone and email
  • Deep understanding of mutual funds and ETFs
  • Experience with CRM tools for sales tracking

Nice-to-have

  • Strong presentation and relationship-building skills
  • Passion for financial markets and strategies
  • Collaborative mindset with goal-oriented attitude

Key Requirements

  • Bachelor's degree required
  • 13 months to 3 years general experience
  • FINRA S66, S7, or SIE certification

Work Rights

Not specified

Tailored Resume

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