Raymond James & Associates, Inc., Research Division

Branch Service Advisor | Financial Licensing Required | 10am-7pm CST/ 11am-8pm EST

Raymond James & Associates, Inc., Research Division

4 months ago
United States
Hybrid
Full Time
Junior
0 applicants
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Raymond James & Associates, Inc., Research Division
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About this role

A hybrid Branch & Concierge Services Associate based in Memphis, TN who serves as a primary liaison between financial advisors and corporate operations. The role supports branch functions and advisor-facing activities while operating within the firm’s policies and regulatory framework. Requires FINRA-related licensing and roughly 1–3 years of general experience.

Skills

Qualifications

High School DiplomaSecurities Industry Essentials (SIE)Series 7Series 63 or 66AG (FINRA)
Raymond James & Associates, Inc., Research Division

About Raymond James & Associates, Inc., Research Division

rjcapitalmarkets.com

N/A

About Raymond James & Associates, Inc., Research Division

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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