Senior Financial Advisor Assistant Position

Elevate your career as a Senior Financial Advisor Assistant at Raymond James, where client-focused service and investment expertise are paramount. Join a dynamic team dedicated to client well-being.

At Raymond James, you will assist financial advisors in managing both fee-based and non-fee-based investment portfolios. This role requires strong analytical skills, attention to detail, and the ability to build client relationships. As part of the team, you will deliver high-quality client service and assist in prospecting new business while maintaining compliance.

Key Responsibilities:

• Provide exceptional client service via various communication channels

• Collaborate with lead advisors to manage investment portfolios

• Prepare investment policy statements and client evaluations

• Assist in asset mix decisions and investment selections

• Maintain high standards of integrity in all dealings

Requirements:

• University degree with finance exposure

• 2-5 years' experience in investment/financial services

• Proficiency in Microsoft Office and analytical tools

• Familiar with investment management concepts

• CIRO licensed; CIM/CFP designations preferred

Bring your client-centric approach and investment management skills to contribute to Raymond James’s success.
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