Portfolio Specialist – Asset Management Service

Raymond James

Base: competitive salary; bonus/equity: performanc...
Hybrid
Strong communication skills
Passion for financial markets
Goal-oriented attitude
You will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients

Job Summary

  • You will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients.
  • Your mission is to promote and sell our suite of investment products and solutions that help clients achieve their financial goals.
  • We offer a supportive, inclusive, and high-performance culture with opportunities for career advancement within a leading investment firm.

Matching Summary

You will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients.

Salary

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

Skills & Requirements

Must-have

  • Strong communication skills
  • Passion for financial markets
  • Goal-oriented attitude

Nice-to-have

  • Collaborative mindset
  • Exceptional service and support
  • Understanding of investment offerings

Key Requirements

  • Bachelor’s degree
  • 13 months to 3 years experience
  • FINRA certifications required

Work Rights

Not specified

Tailored Resume

Cover Letter