Structured Investments Consultant-2400968
Description
Under general direction with a high level of autonomy, represents the Raymond James Structured Investments Platform (RJ SI Platform) to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective of driving departmental sales and increasing overall utilization. Uses extensive product and market knowledge and skills obtained through education and experience to educate financial advisors in an appropriately balanced manner. Contributes internally in all aspects of the sales process, including the development of targeted marketing campaigns, direct prospect contact, appointment scheduling, follow-up communications, financial advisor and client service related activities, and reactive and proactive phone support. This role will support Regional Structured Investments Consultants as needed. Additionally, supports financial advisors and their clients externally through high touch, face-to-face meetings and represents the RJ SI Platform at firm or department conferences. Provides comprehensive solutions to complex problems or needs. End results are measured and evaluated for achieving performance goals and objectives. Extensive contact with financial advisors and their end-clients is required to achieve departmental sales goals and increase advisor utilization.Job Summary Demonstrates a commitment to Raymond James' core values namely putting the interests of clients first.Essential Duties and Responsibilities
Qualifications
Advanced knowledge of the Structured Investments industry.Knowledge, Skills, and Abilities Cultivating and maintaining effective relationships at all levels of the organization.Skill in Represent the company in a highly professional mannerAbility to Bachelor's Degree (B.A.) in business, finance, or a related discipline and a minimum of five (5) years' experience in the financial services industry.Educational/Previous Experience Requirements Required FINRA Series 7, Series 66 or 63/65, SIE (provided that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.Licenses/CertificationsRaymond 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
Private Clients Solutions
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Private Client Group
Schedule
Full-time
Shift
Day Job
Travel
Yes, 25 % of the TimeEligible for Discretionary BonusYes#LI-TG1