This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our Saint Petersburg, FL corporate office.
Job Summary:
As an Advisory Consultant within AMS, you will operate under general direction and utilize specialized knowledge and skills gained through education and experience. Your role involves analyzing portfolio analytics, asset allocation, and investment holdings within client portfolios and making appropriate recommendations when necessary. You will consult with financial advisors to build strong relationships and gain an understanding of their practices, which will allow you to tailor investment management solutions for their FA-managed portfolios, including providing education and promoting the adoption of firm technology. Additionally, you will develop tactical plans and work independently on complex assignments that are broad in scope, allowing for some latitude in decision-making without needing review.
Essential Duties and Responsibilities:
Knowledge, Skills, and Abilities:
Knowledge of:
Skill in:
Ability to:
Educational/Previous Experience Requirements:
~or~
Licenses/Certifications:
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