Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers 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. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. 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 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: • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external clients 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. ~or~ • Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications: • SIE required provided that an exemption or grandfathering cannot be applied. • Series 7 License, to be obtained within six (6) months of hire date. Education Associate's, High School (HS) Work Experience General Experience - 13 months to 3 years Certifications Travel Less than 25% Workstyle Hybrid The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. 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 At 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. #LI-JB1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. 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. Join our Talent Network 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 Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Internal Wholesaler- Raymond James Investment Management.

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