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Job Description Summary
Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business.Job Description
Responsibilities
- Initiatesoutboundsalescallsandrespondstoincomingcallsandinquiries,includingfollow-up,sending out materials and obtaining and evaluating backgroundinformation.
- Participatesinprofessionalorganizationsandactivitiestoexpandnetworkofbusinesscontacts.
- Establishes and maintains a prospectdatabase.
- Worksindependentlyinsourcinganddevelopingnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
- Assistsindevelopingproductorientedpositioningdocuments,productprofiles,competitiveanalysisand othercontentforwebsites,marketingmaterialsandseminars.
- Gathers,analyzes,interpretsanddistributesinformationonsalestrends,productdemandand marketing strategies for assignedproducts.
- Supportsmarketingprogramsandassistsothersindevelopingaclear,compellinganddifferentiated message and position for assignedproducts.
- Participatesinadvisorandclientseminars,productroadshows,branchpresentations,conferencecalls, pointofsalesupport,andothersalesfunctionsonbehalfofthefinancialadvisors.
- Executesbusinessdevelopmentstrategiesonbehalfofthebranch.
- Gathersinformationanddataonprospectstobeusedinthesalesprocess.
- Follows-upwithfinancialadvisorstoensurehighqualityservicedelivery.
- Performs other duties and responsibilities asassigned.
Education/Experience Requirements
- Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment
~or~
- An equivalent combination ofexperience, education and/or training as approved by HumanResources
Licenses
- SIE required provided that an exemption or grandfatheringcannot beapplied
- Series7
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - 4 to 6 monthsCertifications
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel
Less than 25%Workstyle
ResidentAt 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.Â
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
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Â
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