Institutional Fiduciary Solutions Consultant
Raymond James & Associates, Inc., Research Division(26 days ago)
About this role
Provides consultative retirement and institutional investment support to Financial Advisors and their clients, using specialized knowledge of retirement plan design, investment selection, and regulatory issues. Works under limited supervision, leads moderate-scope projects, and serves as a resource for plan analysis, policy development, and client presentations. Frequently interacts with internal and external stakeholders to deliver retirement planning solutions.
Required Skills
- Retirement Planning
- Plan Analysis
- Investment Analysis
- Regulatory Updates
- Vendor Selection
- Presentation Design
- Client Communication
- Project Management
- Financial Modeling
- Asset Allocation
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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