Advisory Consultant

Job Posting

This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our Saint Petersburg, FL, corporate office.

Under general direction, uses specialized knowledge and skills obtained through education and experience to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Consult with financial advisors to build a relationship and understand their practice in order to tailor solutions related to the investment management of their FA-managed portfolios, including education and adoption of firm technology. Develops tactical plans and works independently on assignments that may be broad in nature with some latitude for un-reviewed actions or decisions.

Essential Duties and Responsibilities

• Uses analytical tools, software, and methodologies to research investment products, asset allocation, and comparative analysis on portfolios.
• Educate advisors on portfolio management and the proprietary technology available to support their practice.
• Proactively contact financial advisors to discuss available resources related to investment management.
• Maintain market and specific knowledge of the AMS products and platforms.
• Contribute to team initiatives, such as developing advisor resources, evaluating existing processes, and creating management reporting.
• Assist with research and analytics used in white papers for financial advisors or client use.
• Maintain specific knowledge of investment research and portfolio construction-related topics across the firm and external partners.
• Perform other duties and responsibilities as assigned.

Knowledge of

• Principles of banking, finance, and securities industry operations.
• Fundamental concepts, principles, and practices of the securities industry and asset management products.
• Principles of finance and broker/dealer operations.
• Financial markets and products.
• Portfolio construction, portfolio management and practice management related topics.

Skill in

• Identifying the needs of customers through effective questioning and listening techniques.
• Organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Preparing and delivering clear, convincing and professional presentations to small and large audiences.
• Problem solving is sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.
• Analyzing business processes and identifying opportunities for process improvement.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

• Represent the company in a highly professional manner.
• Absorb and effectively communicate knowledge on complex investment offerings.
• Organize, prioritize, and manage tasks and projects to complete work efficiently.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.
• Develop and maintain effective working relationships with team members, internal partners, and external parties.
• Assimilate and prioritize strategies into operational guidelines.
• Work independently as well as collaboratively within a team environment.
• Establish clear directions and priorities and address concerns or challenging questions when they arise.
• Effectively market the company and show resilience through the prospecting process.
• Identify problems, gather facts, and develop solutions.

Licenses/Certifications

• Series 7 and 66 licenses are required within one year of hire.

Travel Required:

• Yes, 25% of the time

Education

• Bachelor's: Accounting
• Bachelor's: Business Administration
• Bachelor's: Finance

Work Experience

• General Experience - 13 months to 3 years

Certifications

• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Workstyle

• Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.