Institutional Fiduciary Solutions Consultant
Raymond James & Associates, Inc., Research Division(26 days ago)
About this role
Provides consultative retirement plan and institutional investment support to Financial Advisors and their clients, using specialized knowledge in plan design, investment policy, and regulatory guidance. Works under limited supervision to analyze plans, develop recommendations, and support proposal and presentation development for client and prospect engagements. Collaborates with internal teams and occasionally participates in client meetings and training sessions.
Required Skills
- Retirement Planning
- Investment Analysis
- Plan Design
- Client Service
- Presentation Skills
- Regulatory Knowledge
- Vendor Evaluation
- Financial Modeling
- Communication
- Time Management
Qualifications
- Bachelor’s Degree in Business Administration
- Bachelor’s Degree in Data Processing
- Bachelor’s Degree in Finance
- SIE
- Series 7 (or ability to obtain)
- Life Insurance License (or ability to obtain)
- Series 66 (or ability to obtain)
- Chartered Retirement Plan Specialist (CRPS) (or ability to obtain)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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