Full-Time

Financial Advisor

Confirmed live in the last 24 hours

Raymond James Financial

Raymond James Financial

Compensation Overview

$60.4k - $70kAnnually

Mid, Senior

Corfu, NY, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following Raymond James Financial's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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 Microsoft Office, particularly Word, Excel, PowerPoint & Outlook.
  • Verbal and written communication with a high level of professionalism.
  • Organization with meticulous attention to detail.
  • LinkedIn, Facebook & Twitter;
  • Interpersonal communication and customer service.
  • Problem solving.
  • Preparing and delivering clear, effective, and professional presentations.
  • Ability to prioritize, multitask, work within time constraints and follow-up.
  • Work within deadlines in a high-volume, pressure-oriented environment.
  • Manage multiple deadlines and tasks.
  • Work independently with minimal direction.
  • Work in a team environment and demonstrate a professional and friendly manner.
  • Display flexibility and willingness to assist others as required.
Responsibilities
  • Manage and develop important client relationships with guidance from senior colleagues.
  • Develop a personal network and represent the organization at community events.
  • Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
  • Support the branch’s growth of the overall business.
  • Enter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities.
  • Enter trades as requested.
  • Participate in continuing education and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
  • Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and daily news.
  • Ensure all paperwork is completed correctly and in adherence with regulatory requirements.
  • Schedule appointments, meeting preparation and follow-up.
Desired Qualifications
  • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Raymond James Financial

Raymond James Financial

View

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A