US-FL-St. Petersburg-Saint Petersburg
Advisory Consultant-2401135
Description
Job Summary
Under general direction, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Consult with financial advisors to build a relationship and understand their practice in order to tailor solutions related to the investment management of their FA-managed portfolios, including education and adoption of firm technology. Develops tactical plans and works independently on complex assignments that are broad in nature with latitude for un-reviewed actions or decisions.
Essential Duties and Responsibilities
Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Principles of banking, finance and securities industry operations.
Skill in
Identifying the needs of customers through effective questioning and listening techniques.
Ability to
Represent the company in a highly professional manner.
Educational/Previous Experience Requirements
Bachelor's Degree (B.A.) in Business Administration, Finance or a related discipline and a minimum of three (3) years of financial services industry experience.
Licenses/Certifications
Series 7 and 66 licenses required within one (1) year of hire.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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.
Job
Investment Management
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Asset Management Services
Schedule
Full-time
Shift
Day Job
Travel
Yes, 25 % of the TimeEligible for Discretionary BonusYes#LI-EC1