Portfolio Specialist – Asset Management Service

Raymond James • Saint Petersburg, FL

8d • Hybrid

About The Position

Raymond James is seeking a dynamic and motivated Internal Sales Representative to join its growing Investment Solutions team. The role builds and nurtures relationships with financial advisors, wealth managers, and institutional clients, promoting investment products and solutions to help clients achieve their financial goals. The position is hybrid and involves less than 25% travel.

The specialist engages with financial professionals through phone, email, virtual meetings, and in-person interactions; works with external partners on territory sales strategies; and educates clients on product features, market trends, and portfolio positioning. The role also requires knowledge of mutual funds, ETFs, model portfolios, and Separately Managed Accounts (SMAs), as well as tracking sales activity in CRM tools and providing client support.

The position offers a competitive base salary with performance-based incentives, training and professional development, and potential career advancement. Total compensation may include additional compensation, discretionary bonuses, or commissions. Benefits may include medical, dental, vision, life and disability insurance, retirement savings, paid time off, and parental leave; eligibility and offerings may vary by position and employment status.

Raymond James describes a people-first culture guided by the values of client-first service, integrity, independence, and a conservative, long-term view. Associates are expected to develop professionally, collaborate, make pragmatic client-minded decisions, take accountability, and contribute to continuous improvement. The company is an equal opportunity employer.

Requirements

• Bachelor’s degree required.
• General experience of 13 months to 3 years.
• Strong communication, presentation, and relationship-building skills.
• Passion for financial markets and investment strategies.
• Self-starter with a collaborative mindset and goal-oriented attitude.
• Certifications listed: S66 Uniform Combined State Law Examination (FINRA), S7 General Securities Representative Examination (FINRA), and Securities Industry Essentials Exam (SIE) (FINRA).

Responsibilities

• Proactively engage financial professionals by 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 a deep understanding of investment offerings, including mutual funds, ETFs, model portfolios, and Separately Managed Accounts (SMAs).
• Track and report sales activity using CRM tools.
• Provide exceptional service and support to clients to ensure a seamless sales experience.

Benefits

• Competitive base salary and performance-based incentives.
• Comprehensive benefits package, including health, dental, and 401(k).
• Ongoing training and professional development.
• Opportunities for career advancement.
• Benefits may include medical, dental, vision, life insurance, critical illness and accident insurance, disability benefits, retirement savings, paid time off (including vacation, holidays, and sick leave), and parental leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level