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Portfolio Consultant

3 months ago

St Petersburg, United States Raymond James Financial Incorporated Full time
Job Summary

Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Sales team to generate new business and increase sales.Provide portfolio advice and guidance on investment products to Financial Advisors in designated territory.

Essential Duties and Responsibilities

•Assists in all aspects of the sales process.

•Fields incoming calls on available products and services.

•Communicates to Financial Advisors to introduce products both in person and by phone.

•Assists in case analysis, product recommendations and presentation.

•Engage with prospective Financial Advisor recruits visiting Home Office.

•Help with requests from Financial Advisors who need assistance in selling products.

•Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge of

•Fundamental concepts, principles and practices of finance, the securities industry, asset management products and broker dealer operations.

•Financial markets and products.

•Company's working structure, policies, mission, and strategies.

Skill in

•Identifying the needs of customers through effective questioning and listening techniques.

•Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

•Analyzing business processes and identifying process improvement opportunities.

•Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.

•Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.

•Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

•Use appropriate interpersonal styles to communicate effectively and professionally with internal and external clients at all organizational levels.

•Develop and maintain effective working relationships with team members, internal and partie

•Absorb and effectively communicate knowledge on complex investment offerings.

•Assimilate and prioritize strategies into operational guidelines.

•Establish clear directions and priorities and address concerns or challenging questions when they arise.

•Organize, prioritize, and manage tasks and projects to complete work efficiently.

•Represent company in a highly professional manner.

•Effectively market the company and show resilience through the prospecting process.

•Work independently as well as collaboratively within a team environment.

•Identify problems, gather facts, and develop solutions.

Educational/Previous Experience Requirements:

•Associate's Degree (A.A.) in related field and/or one (1) to three (3) years financial industry related experience and/or training; or equivalent of education and experience.

•~or~

•Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

•SIE required provided that an exemption or grandfathering cannot be applied.

•FINRA Series 7 and the ability to obtain other necessary license(s) within six (6) months of hire.

Travel Required

•Yes, up to 10 % of the time

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

•Grow professionally and inspire others to do the same

•Work with and through others to achieve desired outcome

•Make prompt, pragmatic choices and act with the client in mind

•Take ownership and hold themselves and others accountable for delivering results that matter

•Contribute to the continuous evolution of the firm