Institutional Fiduciary Solutions Consultant
Raymond James & Associates, Inc., Research Division(28 days ago)
About this role
A Retirement Plan Consultant supporting Financial Advisors and their clients on qualified and nonqualified retirement plans and institutional investment matters. The role leverages specialized knowledge and training to act as a resource to internal and external stakeholders and to lead moderate-scope projects under limited supervision. It focuses on providing consultative guidance and client-focused support within a financial services firm.
Required Skills
- Retirement Planning
- Plan Analysis
- Investment Analysis
- Regulatory Updates
- Vendor Selection
- Presentation Design
- Client Service
- Financial Modeling
- Communication
- Time Management
Qualifications
- Bachelor's: Business Administration
- Bachelor's: Data Processing
- Bachelor's: Finance
- SIE
- Series 7
- Life Insurance License
- Series 66
- CRPS
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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