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Job Snapshot
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Employee Type:
Full-Time -
Location:
New York, NY -
Experience:
Not Specified -
Date Posted:
7/11/2024
Job Description
Job Summary
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional financial advisors, branches and agents to generate required production/sales revenue from financial products throughout a given territory using a hybrid model approach. Results are evaluated for achieving goals and objectives. Extensive contact with internal and external clients is required to sell financial products and generate revenue for the company.
The territory will cover New York, Vermont, New Hampshire, Connecticut, Massachusetts, Rhode Island and Maine. Residence within the territory, or willingness to relocate to the territory, is required.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Fundamental concepts, principles and practices of the securities industry and asset management products.
Broker/dealer operations.
Skill in
Identifying the needs of customers through effective questioning and listening techniques.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.
Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
Analyzing business processes and identifying process improvement opportunities.
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
Must have full-time travel schedule (3 weeks per month) and for the person to %26ldquopreferably%26rdquo live in their territory.
Represent the company in a highly professional manner.
Organize, prioritize, and manage tasks and projects to complete work efficiently.
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
Develop and maintain effective working relationships with team members, internal partners, and external parties.
Assimilate and prioritize strategies into operational guidelines.
Work independently as well as collaboratively within a team environment.
Establish clear directions and priorities.
Education/Previous Experience
Bachelor%26rsquos Degree (B.A.) in Finance or related field and a minimum two (2) to three (3) years of experience in the financial services industry. Sales experience highly desired.
OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire.
CIMA certification or the ability to obtain within one (1) year of hire is required to progress to subsequent levels in the position.
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:
