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Job Snapshot
-
Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Job Type:
-
Experience:
Not Specified -
Date Posted:
12/6/2024
Job Description
Job Summary:
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to develop and implement programs and procedures related revenue growth by facilitating practice management strategies within an assigned region. Influences strategic direction of Raymond James Financial Services (RJFS), develops tactical plans and provides comprehensive solutions to complex problems. Oversees and supports all recruiting efforts within the assigned region. Extensive contact with Branch Owners (BOs) and Financial Advisors (FAs) is required to enhance relationship building and to support branch supervision and compliance activities.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of
Company%26rsquos working structure, policies, mission, strategies, and compliance guidelines.
Investment concepts, practices and procedures used in the securities industry.
Principles of banking and finance and securities industry operations.
Financial markets and products.
Financial advisors%26rsquo duties and challenges.
Skill in
Preparing and delivering clear, effective, and professional presentations.
Operating standard office equipment and using required software applications.
Ability to
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Assimilate and prioritize strategies into operational guidelines.
Establish clear directions and priorities.
Plan, assign, monitor, review, evaluate and lead the work of others coach and mentor others.
Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated in a fast-paced work environment.
Work independently as well as collaboratively within a team environment.
Education/Previous Experience
Bachelor%26rsquos Degree (B.A) required in a related field with a minimum of fifteen (15) years%26rsquo experience in the financial services industry with ten (10) years of management experience, and sales management experience in the securities industry required.
OR ~
Master%26rsquos Degree in a related field with a minimum of ten (10) to twelve (12) years%26rsquo experience in the financial services industry with eight (8) years of management experience, and sales management experience in the securities industry required.
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.
Series 7 required. Series 24 or 9/10 required.
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
