BBF Wealth
Portfolio Consultant – Asset Management Service page is loaded## Portfolio Consultant – Asset Management Servicelocations:
Saint Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 20 Days Agojob requisition id:
R-0008588**Job Description Summary**Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience.**Job Description**We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their financial goals.**Key Responsibilities*** Proactively engage with financial professionals via 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 our investment offerings, including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs).* Track and report on sales activity using CRM tools.* Provide exceptional service and support to clients, ensuring a seamless sales experience.**Skill in:*** Strong communication, presentation, and relationship-building skills.* Passion for financial markets and investment strategies.* Self-starter with a collaborative mindset and goal-oriented attitude.**What We Offer:*** Competitive base salary + performance-based incentives.* Comprehensive benefits package (health, dental, 401(k), etc.).* Ongoing training and professional development.* A supportive, inclusive, and high-performance culture.* Opportunities for career advancement within a leading investment firm**Education**Bachelor’s (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications**s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**HybridAt 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 outcomes
•
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 firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Saint Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 20 Days Agojob requisition id:
R-0008588**Job Description Summary**Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience.**Job Description**We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their financial goals.**Key Responsibilities*** Proactively engage with financial professionals via 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 our investment offerings, including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs).* Track and report on sales activity using CRM tools.* Provide exceptional service and support to clients, ensuring a seamless sales experience.**Skill in:*** Strong communication, presentation, and relationship-building skills.* Passion for financial markets and investment strategies.* Self-starter with a collaborative mindset and goal-oriented attitude.**What We Offer:*** Competitive base salary + performance-based incentives.* Comprehensive benefits package (health, dental, 401(k), etc.).* Ongoing training and professional development.* A supportive, inclusive, and high-performance culture.* Opportunities for career advancement within a leading investment firm**Education**Bachelor’s (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications**s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**HybridAt 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 outcomes
•
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 firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr