Bend, Oregon, United States · On-site
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips …
Skills: Prospecting, Networking, Financial Planning, Client Relationship Management, Investment Analysis
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Job Description Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James’ clients. Although we operate as a home office departme…
Skills: Financial Planning, Asset Allocation, Portfolio Management, Customer Experience, Risk Mitigation
Saint Petersburg, Florida, United States · On-site
Job Description Summary Job Description Under general supervision, uses knowledge and skills obtained through experience and training to support Finance department initiatives, operational improvement efforts, AI enablem…
Skills: AI Enablement, Financial Reporting, Process Optimization, Change Management, Project Management
Newport Beach, California, United States · On-site
$45k–$85k/yr
Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Assoc…
Skills: Client Relationship Management (CRM), Financial Reporting, Portfolio Rebalancing, Microsoft Excel, Customer Service
Carlsbad, California, United States · On-site
$45k–$85k/yr
Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Assoc…
Skills: Client Relationship Management (CRM), Financial Reporting, Portfolio Rebalancing, Investment Concepts, Securities Industry Regulations
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary The Senior Operations Quality Control Analyst plays a critical role in ensuring the accuracy, compliance, and operational integrity of mutual fund account servicing activities. This position is re…
Skills: Mutual Fund Products, Account Servicing, Transaction Processing, Regulatory Compliance, Analytical Skills
Saint Petersburg, Florida, United States · On-site
Job Description Summary Under limited supervision, uses specialized knowledge and skills in the financial services industry obtained through education, experience, specialized training and/or certification to provide sup…
Skills: Trade Processing, Order Entry, Trade Reconciliation, Client Onboarding, Securities Trading
Greenwich, Connecticut, United States · Hybrid
$85k–$98k/yr
Job Description Summary Learn how to manage overall operational efficiency of the branch office. Through various training mechanisms, gain knowledge of day to day operational functions and how to ensure compliance with f…
Skills: Operational Efficiency, Compliance, Personnel Management, Financial Services Operations, Customer Service
New York, New York, United States · Hybrid
$175k–$230k/yr
Job Description Summary Under limited direction, the VP, Risk Data & Analytics will lead the analysis, design, development, and ongoing support of data, reporting, and analytics solutions across RJF Risk Management. The …
Skills: Risk Management, Data Analytics, SQL, Python, Tableau
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Develops and implements specialized code supporting the interfaces between an organization's business application systems and a data warehouse. Job Description This position follows our hybrid wor…
Skills: Confluent Kafka, Apache Kafka, Kafka Architecture, Confluent Schema Registry, Terraform
Miami, Florida, United States · On-site
Job Description Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to…
Skills: Client Relationship Management (CRM), Microsoft Excel, Financial Transaction Processing, Account Opening, Customer Service
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St. Pet…
Skills: Operational Excellence, Digital Workflow Optimization, Performance Metrics Monitoring, Process Improvement, Cross-functional Collaboration
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer trust and estate settlement accounts. Leads de…
Skills: Trust Administration, Estate Settlement, Income Tax Planning, Fiduciary Law, Asset Allocation
Fremont, Michigan, United States · On-site
Job Description Summary Karsten Financial Group employs thoughtful service and tailored strategies, with our clients’ needs at the center. As we evolve, we are seeking a Client Service Associate who shares our vision and…
Skills: Client Relationship Management (CRM), Microsoft Office, Financial Market Knowledge, Customer Service, Account Processing
Houston, Texas, United States · On-site
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client Relationship Management (CRM), Financial Reporting, Portfolio Rebalancing, Securities Industry Regulations, Investment Concepts
Washington, District of Columbia, United States · Hybrid
$80k–$90k/yr
Job Description Summary Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion time-lines, trust accounti…
Skills: Problem Solving, Client Relationship Management, Microsoft Office, Customer Service, Critical Thinking
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Manage the development and implementation of processes, systems, and infrastructure to ensure a high quality and timeliness of operations in areas such as account services, international securitie…
Skills: Operational Management, Strategic Planning, Performance Management, Risk Management, Budget Planning
Naperville, Illinois, United States · On-site
$36k–$120k/yr
Job Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client …
Skills: Strategic Planning, Expense Control, Client Experience Management, Workflow Coordination, Problem Solving
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week, averaging 12 days per month, in our St. P…
Skills: Process Optimization, Cross-Functional Collaboration, Change Management, Risk & Compliance Alignment, Data-Driven Decision Making
Naples, Florida, United States · On-site
Job Description Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to…
Skills: Client Relationship Management (CRM), Microsoft Excel, Financial Transaction Processing, Account Opening, Customer Service
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Trainees will develop a client pipeline through prospecting and networking while managing full-scope client relationships to identify investment objectives. They are responsible for recommending suitable investment products and meeting production targets to grow assets under management.
A bachelor's degree and at least four years of working experience, preferably in sales, are desired. Candidates must obtain SIE, Series 7, and Series 66 licenses within four months, and Life, Health, and Variable Annuity licenses within six months.
The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.
Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
Develops a book of business consistent with AMP program goals for assets under management and required production.
Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
Performs other duties and responsibilities as assigned.
Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
Basic principles and methods for showing, promoting, and selling products or services.
Preparing and delivering clear, effective, and professional presentations.
Strong communication and interpersonal skills to build relationships with clients.
Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.
Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
Accept criticism and deal calmly and effectively in high stress situations.
Effectively communicate portfolio losses while preserving client loyalty.
Provide a high level of client service with a strong focus remaining on what’s best for their personal wealth management.
Network in the community and effectively market him or herself and Raymond James.
Bachelor’s degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
OR ~
An 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 or ability to obtain within 4 months from start of program.
Series 7 & 66 or ability to obtain within 4 months from start of program.
Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.
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.
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
