Lafayette, LA · On-site
$40K - $49K/yr
Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that ...
Lafayette, LA · On-site
$40K - $49K/yr
Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that ...
Summary Advise clients about a range of financial products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances.
Summary Advise clients about a range of financial products (including savings products, insurance products, consumer credits, and mortgages) that are suitable for the clients' needs or circumstances.
Pittsburgh, PA · On-site
$15.50 - $21/hr
Summary The Client Services Representative - Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely with the full Sales ...
Pittsburgh, PA · On-site
$15.50 - $21/hr
Summary The Client Services Representative - Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely with the full Sales ...
Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our ...
Summary This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our ...
Denver, CO · On-site
$45K - $65K/yr
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 ...
Denver, CO · On-site
$45K - $65K/yr
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 ...
$75K - $125K/yr
Summary Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month at one of the following ...
$75K - $125K/yr
Summary Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month at one of the following ...
New York, NY · On-site
Summary Under limited direction, the VP, Risk Data & Analytics will lead the analysis, design, development, and ongoing support of data, reporting, and analytics solutions across RJF Risk Management.
New York, NY · On-site
Summary Under limited direction, the VP, Risk Data & Analytics will lead the analysis, design, development, and ongoing support of data, reporting, and analytics solutions across RJF Risk Management.
Louisville, KY · On-site
$40K - $50K/yr
Summary Job Summary Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ...
Louisville, KY · On-site
$40K - $50K/yr
Summary Job Summary Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ...
Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established ...
Summary Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established ...
Summary The Head of Advisor Talent Development is responsible for defining and executing the firm's enterprise strategy for developing, accelerating, and sustaining advisor success across the full ...
Summary The Head of Advisor Talent Development is responsible for defining and executing the firm's enterprise strategy for developing, accelerating, and sustaining advisor success across the full ...
Saint Petersburg, FL · Hybrid
$96K - $127K/yr
Summary Develops and implements specialized code supporting the interfaces between an organization's business application systems and a data warehouse. This position follows our hybrid workstyle ...
Saint Petersburg, FL · Hybrid
$96K - $127K/yr
Summary Develops and implements specialized code supporting the interfaces between an organization's business application systems and a data warehouse. This position follows our hybrid workstyle ...
Summary Under general supervision and in partnership with Internal Banking Consultants, Senior Internal Banking Consultants, Banking Consultants, Financial Advisors, branch leadership, and internal ...
Summary Under general supervision and in partnership with Internal Banking Consultants, Senior Internal Banking Consultants, Banking Consultants, Financial Advisors, branch leadership, and internal ...
Summary Under direct supervision, uses knowledge and skills obtained through education and/or experience to support Treasury Risk oversight across liquidity risk, interest rate risk, capital risk ...
Summary Under direct supervision, uses knowledge and skills obtained through education and/or experience to support Treasury Risk oversight across liquidity risk, interest rate risk, capital risk ...
Summary Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week in one of ...
Summary Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week in one of ...
Summary This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 12 days a month. Please note: This role is not eligible for Work Visa ...
Summary This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 12 days a month. Please note: This role is not eligible for Work Visa ...
Saint Petersburg, FL · On-site
$15 - $19.75/hr
Summary Under general supervision, facilitates underwriting process for life insurance applications submitted by financial advisors/agents. Specialist is responsible for coordinating requirements ...
Saint Petersburg, FL · On-site
$15 - $19.75/hr
Summary Under general supervision, facilitates underwriting process for life insurance applications submitted by financial advisors/agents. Specialist is responsible for coordinating requirements ...
Summary Clark Capital Management Group is seeking an experienced Marketing Communications Manager to support the execution of integrated marketing communications for the Firm's investment strategies ...
Summary Clark Capital Management Group is seeking an experienced Marketing Communications Manager to support the execution of integrated marketing communications for the Firm's investment strategies ...
Summary As part of our Wealth Management Technology team, the Sr. Business Analyst serves as a strategic partner to business and technology stakeholders within Global Wealth Solutions, initially ...
Summary As part of our Wealth Management Technology team, the Sr. Business Analyst serves as a strategic partner to business and technology stakeholders within Global Wealth Solutions, initially ...
Denver, CO · On-site
$60K - $100K/yr
Summary The Command Center is the centralized hub for monitoring, analyzing, and optimizing the firm's technological ecosystem to ensure operational stability and performance. It proactively ...
Denver, CO · On-site
$60K - $100K/yr
Summary The Command Center is the centralized hub for monitoring, analyzing, and optimizing the firm's technological ecosystem to ensure operational stability and performance. It proactively ...
Philadelphia, PA · Hybrid
$19 - $26/hr
Summary Perform customer service, make changes to accounts, and open new accounts. Maintain a sales and referral database and use telemarketing and customer profiling to generate leads. Track ...
Philadelphia, PA · Hybrid
$19 - $26/hr
Summary Perform customer service, make changes to accounts, and open new accounts. Maintain a sales and referral database and use telemarketing and customer profiling to generate leads. Track ...
$40K - $49K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 17 days ago
Job Description Summary
Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.Job Description
Job Summary
The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.
Essential Duties and Responsibilities
Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
Develops a book of business consistent with AMP program goals for assets under management and required production.
Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
Performs other duties and responsibilities as assigned.
Knowledge of
Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
Basic principles and methods for showing, promoting, and selling products or services.
Skill in
Preparing and delivering clear, effective, and professional presentations.
Strong communication and interpersonal skills to build relationships with clients.
Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.
Ability to
Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
Accept criticism and deal calmly and effectively in high stress situations.
Effectively communicate portfolio losses while preserving client loyalty.
Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.
Network in the community and effectively market him or herself and Raymond James.
Education/Previous Experience
Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
OR ~
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program.
Series 7 & 66 or ability to obtain within 4 months from start of program.
Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.
Education
Bachelor'sWork Experience
General Experience - 13 months to 3 yearsCertifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At 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.