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Job Snapshot
-
Employee Type:
Full-Time -
Location:
Cranberry Township, PA -
Job Type:
-
Experience:
Not Specified -
Date Posted:
12/2/2024
Job Description
Job Summary:
Under limited supervision, supports the development and overall growth of the financial advisor/team’s practice, which may include facilitating revenue growth by increasing in-house sales and client base, improving productivity and/or monitoring and controlling expenses. Uses knowledge and skills obtained through education and experience to resolve client service and team project management issues. Supports and sources new clients from initial contact through transition of accounts to the branch. Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business development.
Essential Duties and Responsibilities:
Job Requirements
Qualifications:
Strong understanding of team market strategy.
Comprehensive understanding of company policies and procedures and industry rules and regulations.
Investment concepts, practices and procedures used in the securities industry.
Concepts, practices and procedures of business development in a financial services environment.
Financial markets and products.
Sourcing and developing prospective clients and responding to inquiries and turning them into new client opportunities.
Effective questioning and listening techniques.
Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Use oral and written communication skills to interact effectively with all levels of the organization and external clients.
Provide and lead others in providing a high level of customer service in a calm, courteous and professional manner, utilize tact and diplomacy in dealing with customers in a deadline-driven environment.
Project a professional and pleasant appearance and demeanor to work with clients utilizing tact and diplomacy in dealing with customers in a deadline-driven environment.
Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.
Maintain currency in investment advisor and financial planner services and products.
Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Work independently, under minimal supervision.
Educational/Previous Experience Requirements:
Associates degree in related field with a minimum of five (5) years of industry experience or a Bachelor%26rsquos Degree with a minimum of one (1) year of experience in the financial services industry.
~or~
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
SIE required provided that an exemption or grandfathering cannot be applied. (Or the ability to obtain within 6 months).
Series 7 required. (Or the ability to obtain within 6 months).
Series 63, 65 and/or 66 as required by state. (Or the ability to obtain within 6 months).
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
