Full-Time
Annuity Care Associate
Posted on 11/23/2025
Raymond James Financial
Wealth management, banking, and investment services
No salary listed
Troy, MI, USA
Hybrid
Hybrid role; travel less than 25%.
 Operations & Logistics (1) |
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- High School Diploma or equivalent and a minimum of one (1) year experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service.
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
- Perform initial review of annuity applications and requirements
- Perform timely entry of initial applications
- Prioritize application processing based on approaching deadlines
- Validate agent licensing, appointments and product training for business submitted
- Input requirements into database and review for accuracy
- Verify appropriate contract structure and like registration to brokerage accounts
- Submit good order applications to insurance carriers
- Send follow up notices to financial advisors/agents until processing requirements are completed
- Review and respond to various requests from financial advisors
- Respond to requests from insurance companies on pending business and requirements
- Submission of paperwork for submission to the insurance companies
- Support end of day process which may include balancing with appropriate wire accounts and/or submitted business reports
- Close cases that are not in good order in appropriate timeframe
- Support Annuity Care Specialists with daily tasks as needed
- Manage status mailbox for resolutions
- Performs other duties and responsibilities as assigned
Diversified financial services provider serving individuals, corporations, and municipalities. Its services span five segments: Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other, including financial planning, investment advisory, investment banking, research, asset management, and banking and lending. The approach centers on personalized, client-centric service and long-term relationships, with advisors tailoring strategies to each client. The goal is to help clients achieve financial objectives through customized guidance and a broad range of financial solutions.
Company Size
N/A
Company Stage
IPO
Headquarters
Saint Petersburg, Florida
Founded
1962
Simplify's Take
What believers are saying
- Client assets under administration hit $1.83 trillion in February 2026, up 16% YoY.
- Q2 2026 revenues reached record $3.86 billion, up 13% YoY with $2.83 adjusted EPS.
- Recruited advisors with $141 million production and $21 billion assets in Q2 2026.
What critics are saying
- LPL Financial poaches teams with superior payouts, eroding Private Client Group assets.
- Margin compresses to 12-13% from 14.7% as $1.1B tech spend outpaces 4.7% earnings growth.
- Anthropic Claude upgrades or GPT-5 in mid-2026 obsolete Raimond and Client 360 tools.
What makes Raymond James Financial unique
- Client 360 platform consolidates client insights with AI-powered Opportunities app.
- Raimond AI agent pilots with 600 advisors for task automation like trust accounts.
- AI Advisor Academy trains on prompting and Microsoft 365 integrations post-Las Vegas conference.
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Benefits
Hybrid Work Options
Professional Development Budget
Company News
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Addition Financial Credit Union selects Raymond James to expand Wealth Management services for members. Addition Financial Credit Union members now have access to enhanced investment guidance, digital tools and personalized financial planning through a new relationship with Raymond James Financial Services, Inc., a leading financial services firm. The credit union announced that Addition Financial Wealth Management, supported by Raymond James, will offer members a comprehensive suite of financial planning and investment services designed to support long-term financial wellbeing. Services available through Addition Financial Wealth Management include: * Retirement planning * Portfolio management * Investment banking * Investment management * Financial planning * Business planning. "By working with Raymond James, we can help members build strong financial futures through easy-to-use digital tools while providing access to knowledgeable financial advisors who can guide them through important financial decisions," said Kevin Miller, President and CEO of Addition Financial Credit Union. "Whether a member is planning for retirement, growing investments or preparing for a major life milestone, this partnership helps ensure they have the resources and personalized guidance they need." Addition Financial is also welcoming a new team of financial advisors, led by brokerage services manager Jayar Williams to support and advise members. Williams brings more than 20 years of comprehensive wealth management experience, focusing on advising members to develop and implement investment strategies that help address immediate and future goals. "Addition Financial has built a strong reputation for serving its members with integrity and a long-term mindset," said Jon DeMayo, vice president of business development at FID. "We are proud to support Jay and the team as they grow the investment program with access to the resources, technology and advisory capabilities of Raymond James - all while preserving the personalized service their members value." Members will be able to easily view investment accounts through a new, secure, easy-to-use online platform anytime on a computer, tablet or smartphone. Members interested in learning more about Addition Financial Wealth Management can visit... AdditionFi.com/WealthManagement or access the Raymond James client portal at raymondjames.com/additionfinancial.
Raymond James names new indie division boss. March 19, 2026 Kirk Bell, who will take over as president of Raymond James' Independent Contractor Division effective April 1. Raymond James Financial elevated one of its divisional leaders, Kirk Bell, to be president of its Independent Contractor Division effective April 1, according to an announcement on Wednesday. Bell, who had been central divisional director based at Raymond James' St. Petersburg, Florida headquarters, fills a role left vacant by Shannon Reid, who left in December to join competitor Osaic Wealth. "I look forward to drawing on decades of experience and best practices as I meet advisors and their staff across the country, partner with the firm's strong leadership teams and work with ICD associates to build on our momentum and continue to be the destination of choice for financial advisors," Bell said in a statement. Bell had held responsibility for 12 states with approximately 265 so-called offices of supervisory jurisdiction and more than 600 financial advisors, according to his LinkedIn profile. The announcement did not identify a successor for his role as one of four divisional managers at the independent channel. Bell has spent his entire 26-year career except seven rookie months with Raymond James, according to BrokerCheck. He did not respond to a request for comment sent through social media. David Sisemore, who had led the ICD unit on an interim basis, will resume a Midwest divisional leadership role through the firm's fiscal year-end in late September, and then retire in December, according to the announcement. Raymond James reported in September that it had 8,943 advisors, most of whom are independent contractors, and has also been focused on growing its RIA custody division. Those growth efforts have included aggressively recruiting independent brokers, particularly from Commonwealth Financial Network, which was acquired by LPL Financial in August. It in the last three months of 2025 paid $107 million in recruiting and retention costs, a 22% increase from the prior year. Raymond James independent brokerage unit on Wednesday also said it added a five-advisor team managing about $385 million in client assets from LPL Financial. The group, which operates as SBS Financial in Moline, Illinois, includes J. Steven Bush, Shane Swift, James Schmertmann, Brett Johnson and Eric VanWinkle, along with three support staff.
Raymond James has appointed Kirk Bell as president of its independent contractor division, effective 1st April. Bell succeeds Shannon Reid, who departed after nearly 20 years to join Osaic. Bell has spent almost 26 years at Raymond James, most recently serving 12 years as senior vice president and division director for the central US. He will lead Raymond James Financial Services and join the firm's senior leadership team. The appointment follows increased recruiting activity, with the firm raising recruitment and retention compensation by 22% in its fiscal first quarter. Raymond James' private client division had 8,943 advisers as of 30th September 2025, overseeing $1.67 trillion in client assets. The firm recently attracted advisers from LPL Financial's Commonwealth, including a Massachusetts team managing $682 million.