Portfolio Specialist - Asset Management Services in St. Petersburg, FL at honor foundations

Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

Fundamental concepts, principles and practices of the securities industry and asset management products.

Principles of finance and broker/dealer operations.

Financial markets and products.

Company%26rsquos 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 and communicate effectively and professionally, both orally and in writing, with internal and external client%26rsquos at all organizational levels.

Develop and maintain effective working relationships with team members, internal partners, and external parties.

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 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.

Travel frequently with little advance notice.

Identify problems, gather facts, and develop solutions.

Educational/Previous Experience Requirements:

Associate%26rsquos Degree in related field. Bachelor's degree is preferred.

A minimum of one (1) to three (3) years financial industry related experience.

~or~

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

Licenses/Certifications:

FINRA Series 7 required upon hire,

The ability to obtain other necessary license(s) within six (6) months of hire.

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 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 firm