Job Details


Company name
Raymond James Financial, Inc.

Saint Petersburg, FL

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Internal Wholesaler I - CTA','1703247','!*!Job Summary:

Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers II and the Sales Support staff.  Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations of the firm's Asset Management Group (AMG).  In addition, this position will assist in the phone coverage of each Region's Financial Advisors as needed.         

Essential Duties and Responsibilities:

Assists in all aspects of the sales process.

Works with Senior Wholesalers to generate new business and increase sales for the Asset Management Group (AMG).

Communicates to Financial Advisors in other regions and introduce AMG products both in person and by phone.

Assists in case analysis and presentation.

Assists in the creation of Preferred Client Proposals, Investment Policy Statements, Mobius, Zephyr and Morningstar reports as needed.

Assists in supporting marketing campaigns by organizing and implementing telephone calls and mailings.

Responds to requests from Financial Advisors who need assistance in selling products.

Performs other duties and responsibilities as assigned.

 ','!*!Knowledge, Skills, and Abilities:

Knowledge of:

The securities industry and products.

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

Advanced concepts, principles and practices of assigned functional area.

Broker/dealer operations.

Skill in:

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

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.

Detail orientation to ensure quality standards are met without impairing workflow.

Follow-up to ensure resolution and completion of tasks.

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

Ability to:

Train in a capacity to be able to transition to an Internal Wholesaler II with regional responsibilities.

Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client's at all organizational levels, and with all levels of expertise in the securities industry, to accomplish objectives.

Effectively address concerns or challenging questions when they arise.

Represent RJA in a highly professional manner.

Effectively market Raymond James and show resilience through the prospecting process. 

Work independently as well as collaboratively within a team environment.

Take on responsibilities beyond what is required; volunteers to take on new assignments.

Exhibit tendencies to be a self-starter and not wait for signals.

Promote products and be comfortable in a sales environment.

Demonstrate high self confidence.

Excel in a team environment.

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.


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


Series 7 License to be obtained within six (6) months of hire date.','Business Development','US-FL-St. Petersburg-Saint Petersburg','','EAM Admin','Full-time','Day Job','Yes, 10 % of the Time','Internal Wholesaler I - CTA'

Company info

Raymond James Financial, Inc.
Website :

Company Profile
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).You can call it Ray or you can call it Ray Jay. Raymond James Financial doesn't mind as long as it's calling on customers. It offers investment and financial planning services primarily through subsidiary Raymond James & Associates (RJA), which provides securities brokerage, investment banking, and financial advisory services in North America and Europe. Its Raymond James Financial Services offers financial planning and brokerage services via independent financial advisors, as well as through alliances with community banks. Other units provide asset management, trust, and banking services. The firm has more than 2,500 traditional branches, satellite offices, and independent contractor branches.

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