Raymond James

Investment Portfolio Associate-Huntsville, AL

Huntsville, Alabama - United States, USA

Sponsorship not specifiedDetected 2 days ago

Financial ModelingAccountingHRResearchPublic Speaking

About the role

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-DG1

Assists with developing individualized client investment strategy for Financial Advisor.
Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

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.

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.
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.
Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.

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

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.