Advisory Consultant
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
An Investment Analyst at Raymond James who applies specialized knowledge in portfolio analytics and asset management to support financial advisor practices. The role centers on analyzing client portfolios, asset allocation, and investment holdings to inform advisor decision-making and drive adoption of firm technology. The position operates from Saint Petersburg, FL on a hybrid schedule.
Required Skills
- Portfolio Analytics
- Asset Allocation
- Investment Research
- Advisor Education
- Relationship Management
- Presentation Skills
- Process Improvement
- Excel
Qualifications
- BS in Accounting
- BS in Business Administration
- BS in Finance
- Securities Industry Essentials (SIE)
- Series 7 (required within 1 year)
- Series 66 (required within 1 year)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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