Raymond James
Virtual Financial Advisor
Saint Petersburg, Florida - United States, USA · Mid
Sponsorship not specifiedDetected 1 day ago
AccountingCustomer SupportResearchCommunicationTime Management
Stay score
odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
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About the role
- Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James' clients.
- Although we operate as a home office department, our approach mirrors that of most Raymond James branches.
- The ideal candidate will have a passion for providing excellent customer experience to our annuity contract owners and financial advisors of the firm.
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.
- Provides escalated support and guidance in dealing with client portfolios and various customer queries.
- Assists management to implement adequate controls and quality assurance processes to address potential liability.
Requirements
- Knowledge of
- Post issue product details spanning various products.
- Concepts, practices, and procedures of the securities and banking industry.
- Fundamental investment concepts, practices, and procedures used in the securities industry.
- Principles of banking and finance and securities industry operations.
- Financial markets and products including annuities, UITs, structured products, alternative investments, mutual funds, and stocks.
- Skill in
- Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
- Detail orientation to ensure quality standards are met without impairing workflow.
- Follow-up to ensure resolution and completion of tasks.
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
- 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.
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This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.