Job Description

Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business.

Responsibilities

• Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,includingfollow-up,sending out materials and obtaining and evaluating backgroundinformation.
• Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts.
• Establishes and maintains a prospectdatabase.
• Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
• Assistsindevelopingproductorientedpositioningdocuments,productprofiles,competitiveanalysis and othercontentforwebsites,marketingmaterialsandseminars.
• Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemand and marketing strategies for assignedproducts.
• Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assignedproducts.
• Participatesinadvisorandclientseminars,productroadshows,branchpresentations,conferencecalls, pointofsalesupport,andothersalesfunctionsonbehalfofthefinancialadvisors.
• Executesbusinessdevelopmentstrategiesonbehalfofthebranch.
• Gathersinformationanddataonprospectstobeusedinthesalesprocess.
• Follows-upwithfinancialadvisorstoensurehighqualityservicedelivery.
• Performs other duties and responsibilities asassigned.

Education/Experience Requirements

• Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment

~or~

• An equivalent combination ofexperience, education and/or training as approved by HumanResources

Licenses

• SIE required provided that an exemption or grandfatheringcannot beapplied
• Series7

Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $70,000.00 to $120,000.00 base salary.”

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$35,568.00-$120,000.00

Travel

Less than 25%

Workstyle

Hybrid

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. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.

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