Internal Wholesaler - Raymond James Investment Management

Location: Saint Petersburg, Florida, United States; hybrid workstyle

Company

hirify.global operates in investment management and the securities industry.

What you will do

• Support Internal Wholesalers, External Wholesalers, and Sales Support staff across the sales process.
• Develop target-market campaigns, contact prospects, schedule appointments, and manage follow-up communications.
• Work with Senior Wholesalers to generate new business and increase sales.
• Communicate with Financial Advisors, introduce investment products, and provide phone coverage for regional advisors.
• Assist with case analysis, client presentations, proposals, investment policy statements, and reports using tools such as Mobius, Zephyr, and Morningstar.
• Respond to advisor requests and support marketing campaigns through calls and mailings.

Requirements

• Associate’s degree in a related field and/or 1–3 years of financial industry experience or equivalent education and training.
• Knowledge of the securities industry, investment products, broker/dealer operations, and financial services practices.
• Ability to prepare and deliver clear, professional presentations to small and large audiences.
• Strong organization, detail orientation, follow-up, communication, and customer-listening skills.
• Ability to work independently and collaboratively in a fast-paced sales environment.
• SIE required unless an exemption or grandfathering provision applies; Series 7 must be obtained within six months of hire.

Culture & Benefits

• Hybrid workstyle with less than 25% travel.
• Medical, dental, vision, life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be included.
• Work environment emphasizes client-first service, integrity, collaboration, accountability, and continuous improvement.
• Equal opportunity workplace focused on respecting diverse backgrounds and experiences.