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Job Description Summary
Provide insights, make recommendations, create awareness and educate financial advisors or (external clients) on the various products and services offered on financial product solutions. May have more in-depth product offerings and support marketing efforts. Interactions extend beyond phone and may include in-person client interactions to support product research, analysis and sales.Job Description
Responsibilities:
Skills:
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data ProcessingWork Experience
General Experience - More than 15 yearsCertifications
Travel
Up to 50%Workstyle
HybridAt 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.
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