Portfolio Specialist - Asset Management Service job at reputed company in Saint Petersburg, FL

Title: Portfolio Specialist - Asset Management Service Location: reputed company locations Saint Petersburg, Florida - reputed company time type Full time Job reputed company: Job reputed company reputed company Job reputed company 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, reputed company managers, and institutional clients. Your mission: to promote and sell our suite of investment products and solutions that help clients reputed company their financial goals. Key Responsibilities Proactively engage with financial professionals reputed company phone, email, virtual meetings and in-person to promote investment products. Partner with external partners to reputed company and execute territory sales strategies. reputed company 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). reputed company and report on sales activity using CRM tools. reputed company exceptional service and support to clients, ensuring a seamless sales experience. reputed company in: Strong communication, presentation, and relationship-building skills. Passion for financial markets and investment strategies. Self-starter with a reputed company reputed company and goal-oriented attitude. reputed company Offer: Competitive reputed company salary + performance-based incentives. Comprehensive benefits package (health, dental, 401(k), etc.). Ongoing training and reputed company development. A supportive, inclusive, and high-performance culture. Opportunities for career advancement reputed company 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 (reputed company), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (reputed company), Securities Industry reputed company Exam (SIE) - Financial Industry Regulatory Authority (reputed company) Travel Less than 25% Workstyle Hybrid At reputed company our associates use five guiding behaviors (reputed company, Collaborate, Decide, Deliver, Improve) to deliver on the firm's reputed company values of reputed company-first, reputed company, independence and a conservative, long-term view. We expect our associates at reputed company reputed company to: Grow professionally and reputed company others to do the reputed company Work with and through others to reputed company desired reputed company reputed company reputed company, pragmatic choices and reputed company with the reputed company in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the reputed company reputed company of the firm At reputed company - as part of our people-first culture, we reputed company, value, and respect the uniqueness, experiences, and backgrounds of reputed company of our Associates. reputed company associates bring their best reputed company selves, our organization, clients, and communities reputed company. reputed company is an equal opportunity employer and makes reputed company employment reputed company on the reputed company of reputed company and business needs. Apply tot his job Apply To this Job