- SALARY:NONE
- Saint Petersburg, Florida
Saint Petersburg, Florida
Virtual Financial Advisor - St Petersburg, FL or Memphis, TN-2401617
Description
Job Summary
Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of the company by combining the traditional roles of the Financial Advisor, Service Associate and Branch Manager. Fosters and assists in the development of relationships with new clients in a call center environment. Assists associates or clients over the phone on a non-advisory basis by executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions.
Essential Duties and Responsibilities
Coaches and mentors less experienced Investment Central associates.
Qualifications
Knowledge, Skills, and Abilities
Advanced Knowledge of
Concepts, practices and procedures of securities and banking industry.
Skill in
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks and meet deadlines.
Ability to
Use effective oral and written communication skills sufficient enough to interact effectively and guide clients, financial advisors, and back office staff on various operational issues.
Educational/Previous Experience Requirements
Bachelor's Degree (B.A. / B.S.) in a related discipline and a minimum of four (4) years of experience in the financial services industry.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
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
Other Locations
US-TN-Memphis-Memphis
Organization
Private Client Group
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-JM1