The consultant is responsible for initiating outbound sales calls and prospecting financial advisors to build business opportunities for Raymond James. They will also manage relationships with internal and external partners to support recruiting goals and business development strategies.
The Branch Seasonal Associate will assist with daily branch operations, administrative tasks, and project support to enhance client experience. They will also observe financial advisors to gain exposure to client onboarding, financial planning, and service processes.
The External Wholesaler is responsible for building and maintaining relationships with financial advisors to generate assets and sales revenue within a specific territory. They will educate advisors on products through presentations, branch visits, and seminars while managing territory business plans.
The Senior Life Insurance Underwriter assesses risk and determines premium classifications by evaluating health, financial, and lifestyle data. They also collaborate with financial advisors and internal stakeholders to manage underwriting processes and ensure compliance with regulatory standards.
The Service Associate acts as the primary point of contact for clients, addressing account issues and providing support via inbound and outbound communications. Responsibilities include executing client-directed trades, processing transactions, and collaborating with home office departments to ensure a high-quality client experience.
The associate provides proactive virtual support to financial advisors by managing client account maintenance, onboarding, and administrative tasks. They act as a primary point of contact for client inquiries, ensuring high-quality service and timely resolution of complex situations.
The role focuses on driving the growth of Taft-Hartley and institutional assets by managing relationships with investment consultants and plan sponsors. Responsibilities include executing sales plans, securing product ratings, and collaborating with internal teams to deliver impactful presentations.
Execute risk-based branch examinations for FINRA-registered and non-registered Private Client Group branches. Document testing results, identify adverse trends, and communicate findings to branch management and compliance leadership.
