Virtual Annuity Advisor
Raymond James & Associates, Inc., Research Division(26 days ago)
About this role
An Investment Central Associate at Raymond James provides specialized post-issue annuity support and serves as a liaison between clients, financial advisors, insurance carriers, and home office teams. The role combines service and advisory-adjacent functions within the Investment Central department to ensure consistent client experience. It supports the firm’s fiduciary and compliance objectives while contributing to account retention and growth.
Required Skills
- Annuities
- Client Service
- Communication
- Compliance
- Portfolio Review
- Trade Execution
- Risk Mitigation
- AML
- Relationship Management
- Time Management
+2 more
Qualifications
- Bachelor's Degree (Business/Finance/Economics)
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Insurance Life Health & Variable Annuity 2-15
- SIE
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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