Offer summary

Qualifications:

Bachelor's degree in finance, economics, or a related field., Minimum of 5 years of experience in investment advisory or financial services., Strong analytical skills and proficiency in financial modeling., Excellent communication and interpersonal skills..

Key responsibilities:

Provide expert advice on investment strategies and portfolio management.

Conduct regular reviews of client portfolios and investment performance.

Collaborate with clients to understand their financial goals and risk tolerance.

Prepare detailed reports and presentations for stakeholders.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.13 trillion (as of 6/30/2022). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

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