Raymond James

Raymond James

Senior Advisor, Supervision – Wealth Advisory Services

Saint Petersburg, Florida - United States, USA · Senior

Sponsorship not specifiedDetected 2 days ago
TaxCommunicationCritical Thinking

About the role

  • Works independently on difficult assignments that are broad in nature requiring originality and ingenuity and provides comprehensive solutions to complex problems.
  • 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. #LI-AF1

Responsibilities

  • 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.
  • Reports findings to Global Wealth Solutions (GWS) Management and manages concerns in a professional manner.
  • Performs other duties and responsibilities as assigned.
  • Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and other regulatory agencies sufficient to perform the functions of this job.

Skills

  • Job Description Summary

Compensation

  • The 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.

Benefits

  • Wealth advisory services including financial planning, retirement planning, tax planning, insurance planning, estate planning, education planning, business planning, and investment consulting.

Company info

  • 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
  • The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.