FI Sales Trader

Job Summary:

Under general supervision, uses specialized knowledge and skills obtained through education and experience to generate sales/commission revenues by providing marketing and sales support of fixed income investments. Guidance is provided to perform varied and complex activities that require some evaluation, originality and ingenuity in making moderately complex decisions. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. Resolves questions and problems and refers new or unusual issues to a higher level.

Essential Duties and Responsibilities:

• Generates sales ideas and promotes new products through written sales memos and proactive phone networking and branch visits
• Provides marketing and trading support to Financial Advisors.
• Answers telephones for quotes, orders and information.
• Responds to inquiries from Financial Advisors about the department’s investment philosophies, products and services.
• Disseminates timely marketing materials for fixed income products and services targeted at financial advisors and investors.
• Performs other duties and responsibilities as assigned.
  
  

Qualifications:

Knowledge, Skills, and Abilities:

Fundamental Knowledge of:

• Principles and practices of customer relations, marketing and communications.
• Investment concepts, practices and procedures used within Fixed Income.
• Financial markets and products.
• Trading strategies and market characteristics within assigned securities type or sector.
• Company’s working structure, policies, mission, and strategies.
  
  

Skill in:

• Operating standard office equipment and using required software including email, graphics, presentation, spreadsheet, database, and project management software. Including HTML and PDF document formatting.
• Gathering, compiling and updating information and maintaining distribution lists.
• Performing basic research.
• Maintaining databases.
• Strong marketing and sales ability.
• Identifying relationships, draw logical conclusions, and interpret results.
• Using technical/professional knowledge, interpersonal and sales skills to obtain customers’ commitment to ideas, services, or products.
  
  

Ability to:

• Use appropriate interpersonal styles and communicate effectively, both verbally and in writing with all organizational levels.
• Organize, manage, and track multiple detailed tasks and assignments with critical deadlines in a fast-paced work environment.
• Provide a high level of customer service.
• Project a positive, professional image both internal and with external business contacts.
• Work independently as well as collaboratively within a team environment.
• Convey information clearly and effectively through both formal and informal documents.
  
  

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in Finance, Accounting or Business and a minimum three (3) years of experience in the financial services industry.
  
  

~or~

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

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.
• FINRA Series 7 License and the ability to obtain other FINRA Licenses (as required).
  
  

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.

Job :

Trading

Primary Location :

US-FL-St. Petersburg-Saint Petersburg

Organization :

Taxable Fixed Income

Schedule :

Full-time

Shift :

Day Job

Travel :

Yes, 15 % of the Time