Portfolio Consultant – Asset Management Service

@ Raymond James

Job Overview

This Portfolio Consultant – Asset Management Service role at Raymond James is focused on selling investment products to financial advisors, wealth managers, and institutional clients. You will proactively build relationships, educate clients, and drive territory sales strategies, all while maintaining a strong understanding of investment offerings including mutual funds, ETFs, model portfolios, and SMAs.

Key Responsibilities

• Engage financial professionals via multiple channels (phone, email, virtual, and in-person).
• Partner with external groups to implement sales strategies.
• Educate clients on product features and market trends.
• Maintain deep knowledge of investment products.
• Track and report sales activity using CRM tools.
• Provide exceptional service ensuring a seamless sales experience.

Required Skills & Experience

• Strong communication, presentation and relationship-building skills.
• Passion for financial markets and investment strategies.
• Self-starter with a collaborative and goal-oriented mindset.

What We Offer

Competitive base salary with performance-based incentives, a comprehensive benefits package (health, dental, 401(k), etc.), ongoing training and professional development, and opportunities for career advancement in a supportive and inclusive culture.

Certifications & Requirements

• FINRA Series 7 required upon hire.
• Ability to obtain additional licenses within six months.
• Securities Industry Essentials Exam (SIE) certification.

Additional Information

This role requires less than 25% travel and follows a hybrid work arrangement. A Bachelor's degree is required, along with some practical sales experience. At Raymond James, our associates follow key behaviors including developing professionally, collaborating effectively, deciding pragmatically, delivering results, and continuous improvement.

Key skills/competency

• Sales
• Relationship-Building
• Financial Markets
• Investment Products
• CRM
• Communication
• Presentation
• Strategy
• Collaboration
• Client Service