Raymond James & Associates, Inc., Research Division

Alternative Investments Consultant

Raymond James & Associates, Inc., Research Division(2 months ago)

HybridFull TimeSenior$97,662 - $131,790 (estimated)Sales
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About this role

Represents Raymond James' Private Market and Alternatives platform to financial advisors and clients, focused on expanding platform penetration across the firm's advisor network. The role requires expertise in alternative investment products and operates within the firm's wealth management/sales function.

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Required Skills

  • Product Knowledge
  • Alternative Investments
  • Sales
  • Client Education
  • Presentation
  • Relationship Management
  • Communication
  • Problem Solving
  • Marketing
  • MS Office

Qualifications

  • Bachelor's Degree in Business or Finance
  • SIE (FINRA)
  • Series 7
  • CAIA
  • CFP
  • CFA
  • MBA

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