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Branch Financial Services Professional

As an entry-level professional in the field of Branch Financial Services, use professional concepts to resolve problems of limited scope and complexity. Limited or no prior experience required in this role.

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Saint Petersburg, FL corporate offices.

Drive advisor business development with a focus on technology and education through consulting and development of programs and resources. Implements services, resources, and processes that advance recruitment and productivity of financial advisors with respect to business practices, such as resources and portfolio and practice consultation.

Under limited supervision and with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to identify, analyze, and consult on complex advisor technology by developing and delivering strategies, programs and resources that support portfolio construction education, sales, and processes.

Responsibilities :

• Analyze advisor portfolios and practices to recommend solutions on how to improve portfolio characteristics and / or business practices.
• Develops, maintains and enhances relationships through virtual programs and discussions covering business strategy, new products, service requirements, and market developments.
• Consult with advisors on ways to enhance efficiency and effectiveness of investment management practices.
• Supports data collection, analysis and reporting.
• Delivers resources that increase advisor efficiencies, awareness, and understanding of advisory technologies
• Perform other duties and responsibilities as assigned.

Skills :

Licenses / Certifications :

Education :

Bachelor's : Accounting, Bachelor's : Business Administration, Bachelor's : Finance

Work Experience :

General Experience - 13 months to 3 years

Certifications :

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel : Less than 25%

Workstyle : Hybrid

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.