Raymond James
Job Description Summary Manage the buying and selling of securities, monitor market positions, and determine optimal pricing for clients. Interview clients to understand their financial objectives, develop financial plans, devise trading strategies, supervise support staff, and evaluate the cost and…
Job Description Summary HB Steele Interactive Financial Planning is seeking a highly organized and detail oriented Client Service Associate to provide exceptional support to two independent financial advisors and collaborate closely with our Director of Client Engagement. This client facing…
Job Description Summary Liberty Wealth Management of Raymond James 2230 London Rd, Duluth MN 55812 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…
Job Description Summary Manage the buying and selling of securities, monitor market positions, and determine optimal pricing for clients. Interview clients to understand their financial objectives, develop financial plans, devise trading strategies, supervise support staff, and evaluate the cost and…
Job Description Summary Katherine Onieal Investment Services is a comprehensive wealth management firm dedicated to our clients. Knowing one another well is an essential part of the equation. Our team is passionate about bringing their knowledge, unique experiences, and collaborative…
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 Service Associate who is a motivated, detail oriented and creative…
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 Registered Client Service Associate who is a motivated,…
Job Description Summary 25% Travel Expectation: On average about 12 14 weeks per year throughout the United States (including Alaska, Hawaii, Guam, and Puerto Rico). The Transition Consultant plays a critical role in supporting financial advisors as they transition into…
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 person, virtual), as well as the ability to organize, manage, and track…
Job Description Summary Manages supervision oversight, ensuring adherence to firm and regulatory policies and procedures. Monitors day to day activities of financial advisors and registered sales assistants to ensure compliance with internal policies and procedures, and external regulations. Oversight activities…
Job Description Summary Pointe Wealth Management is a comprehensive financial planning firm dedicated to delivering the best service and client experience possible. Knowing one another well is an essential part of the equation. Our team is passionate about bringing their…
Job Description Summary The Cost Basis Associate applies specialized expertise in the securities industry to manage and maintain accurate cost basis, gain/loss, and corporate action data. Utilizing the Cost Basis Reporting System and other approved Raymond James platforms, the associate…
Job Description Summary Manages supervision oversight, ensuring adherence to firm and regulatory policies and procedures. Monitors day to day activities of financial advisors and registered sales assistants to ensure compliance with internal policies and procedures, and external regulations. Oversight activities…
Job Description Summary Job Description Responsibilities Develop and implement relationship management plans for complex existing client accounts to identify and build relationships with relevant decision makers and influencers within the client organization and to enable effective two way flow of…
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 person, virtual), as well as the ability to organize, manage, and track…
Job Description Summary Raymond James Financial Private Client Group is hiring an Advisor, Supervision to conduct ongoing reviews and ensure the firm and all associates are adhering to regulations and limiting firm liability. Job Description Essential Duties and Responsibilities: Provide…
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 Registered Client Service Associate who is a motivated,…
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 Registered Client Service Associate who is a motivated,…
Job Description Summary Deliver corporate communication services and build relationships with stakeholders, customers, media, internal staff, and business associates. Develop strategies to improve the corporate image, and advise management and other employees on all aspects of communication. Act as a…
Job Description Summary With limited input and using specialized knowledge and skills obtained through education and experience, provides strategy direction, message development, and communication planning and implementation to increase the understanding of corporate vision, business strategies and individual projects among…