Address
Form of work
SalaryAdvisory Consultant-2401135
Description
Job Summary:
Essential Duties and Responsibilities:
Job Summary:
Under general direction, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Consult with financial advisors to build a relationship and understand their practice in order to tailor solutions related to the investment management of their FA-managed portfolios, including education and adoption of firm technology. Develops tactical plans and works independently on complex assignments that are broad in nature with latitude for un-reviewed actions or decisions.
Essential Duties and Responsibilities:
- Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
- Educate advisors on portfolio management and the proprietary technology available to support their practice.
- Proactively contact financial advisors to discuss available resources related to investment management.
- Maintain market and specific knowledge of the AMS products and platforms.
- Contribute to team initiatives, such as developing advisor resources, evaluating existing processes and creating management reporting.
- Assist with research and analytics used in white papers for financial advisor or client use.
- Perform other duties and responsibilities as assigned.
- Maintain specific knowledge of investment research and portfolio construction related topics across firm and external partners.
Qualifications
Knowledge, Skills, and Abilities:
Skill in:
Ability to:
Educational/Previous Experience Requirements:
Licenses/Certifications:
Knowledge, Skills, and Abilities:
Knowledge of:
- Principles of banking, finance and securities industry operations.
- Fundamental concepts, principals and practices of the securities industry and asset management products.
- Principals of finance and broker/dealer operations.
- Financial markets and products.
- Portfolio construction, portfolio management and practice management related topics.
Skill in:
- Identifying the needs of customers through effective questioning and listening techniques.
- Organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Preparing and delivering clear, convincing and professional presentations to small and large audiences.
- Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
- Analyzing business processes and identifying process improvement opportunities.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to:
- Represent the company in a highly professional manner.
- Absorb and effectively communicate knowledge on complex investment offerings.
- Organize, prioritize, and manage tasks and projects to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
- Develop and maintain effective working relationships with team members, internal partners, and external parties.
- Assimilate and prioritize strategies into operational guidelines.
- Work independently as well as collaboratively within a team environment.
- Establish clear directions and priorities and address concerns or challenging questions when they arise
- Effectively market the company and show resilience through the prospecting process
- Identify problems, gather facts, and develop solutions
Educational/Previous Experience Requirements:
- Bachelor’s Degree (B.A.) in Business Administration, Finance or a related discipline and a minimum of three (3) years of financial services industry experience.
- Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
- Series 7 and 66 licenses required within one (1) year of hire.
Raymond James Guiding Behaviors
We expect our associates at all levels to:
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.
We expect our associates at all levels to:
- 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
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. 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.
Job Investment Management
Primary Location US-FL-St. Petersburg-Saint Petersburg
Organization Asset Management Services
Schedule Full-time
Shift Day Job
Travel Yes, 25 % of the Time
Eligible for Discretionary Bonus Yes
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