Raymond James
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…
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 perform routine tasks and receives general guidance and direction to perform a…
Job Description Summary Under branch manager direction manage the overall operational efficiency of the branch office. Directs day to day operational functions, ensuring compliance with firm and regulatory policies and procedures. Uses extensive knowledge and skills obtained through education and…
Job Description Summary Launch Your Financial Services Career! As a New Accounts Call Service Associate you will provide dedicated support to Financial Advisors (and their teams) by handling inbound inquiries (calls & emails), resolving account related issues, and delivering timely,…
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating…
Job Description Summary Responsible for the implementation of processes and infrastructure to ensure delivery of high quality products and timeliness of product operations. May include learning to employ basic technological concepts (e.g., data structures and database design) in order to…
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating…
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating…