Multiple positions available in many cities across the country. 

Please visit Raymond James Career Opportunities to apply.

 or you can search under Career Opportunities www.raymondjames.com.

Job Summary:

Prospect for and retain clients in order to enable those clients to reach their financial goals based on their objectives, time horizon, and risk tolerance.

Essential Duties and Responsibilities:

·         Evaluates customers in terms of financial needs, current holdings, and available investment capital and helps them identify their investment objectives.

·         Provides customers and prospective customers with information on investments and makes suitable recommendations.

·         Seeks business for the broker-dealer through customers and potential customers.

·         Opens, transfers, and closes customer accounts and maintains appropriate account records.

·         Explains the organization, participants, and functions of various securities markets and the principal factors that affect them.

·         Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.

·         Monitors the customer's portfolio and makes recommendations consistent with changes in economic and financial conditions as well as the customer's needs and objectives, taking newly offered investments into consideration.

·         Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

·         Economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

·         Company’s working structure, policies, mission, strategies, and compliance guidelines.

Skill in:

·         Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

·         Preparing and delivering clear, effective, and professional presentations.

·         Identifying the needs of customers through effective questioning and listening techniques.

Ability to:

·         Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

·         Continuously learn investment products, industry rules and regulations, and financial planning.

·         Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

·         Articulate reasons behind decisions.

·         Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.

·         Establish and maintain effective working relationships with others.

·         Network in the community, effectively market him or herself and Raymond James, and show resilience through the prospecting process.

·         Provide a high level of customer service.