Top 3 Raymond james Jobs in Stamford, Ct

Investment Portfolio Associate
Raymond James Financial, Inc. —Locust Valley, NY
- $31.88 - $42.50 an hour
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Financial Advisor Trainee - Garden City, NY
Raymond James Financial, Inc. —Garden City, NY
- $33,280 - $70,000 a year
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
Investment Portfolio Associate- Locust Valley, NY
Raymond James Financial, Inc. —Locust Valley, NY
- $62,353.20 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance

Discover related jobs

Based on your search for raymond james jobs.

Administrative Assistant
Morgan Stanley —New York, NY
Provide telephone coverage by prioritizing and handling urgent calls with professionalism and good judgment; taking accurate messages and backing up other lines…
$57,000 - $115,000 a year
WM Syndicate Associate
Morgan Stanley —New York, NY
The primary responsibility is to support the Manager of Syndicate Distribution in all aspects of the function, including deal setup and execution, field support…
$70,000 - $115,000 a year
10d

I want to receive the latest job alert for raymond james in stamford, ct

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

raymond james jobs near stamford, ct

Investment Portfolio Associate

Raymond James Financial, Inc. -
Locust Valley, NY

Apply Now

Job Details

$31.88 - $42.50 an hour

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Spreadsheets
Research
Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Job Summary

Under direct supervision, 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. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

Essential Duties and Responsibilities

Provide senior client support to high-net-worth clients
Basic operations and trade processing as needed
Assists with preparation of presentations, portfolio/equity analyses, and proposals for clients and prospects
May participate in client meetings to identify client goals and tolerances
Assists with developing individualized client investment strategy for Financial Advisor
Generates periodic reports on investment analyses
Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of financial markets and products
Effectively managing client relationships
Gathering and compiling information and data
Intermediate Excel experience required
Skill in effectively managing client relationships
Strategic planning as part of client retention focus
Preparing and delivering written and oral presentations
Complete job duties independently, with little supervision
Communicate effectively, both orally and in writing
Provide a high level of service
Manage multiple tasks with changing priorities to meet deadlines and goals in a fast-paced environment
Bachelor’s Degree OR minimum of two (2) years of experience in financial services environment with customer-service focus
SIE required
Series 7 required
Series 63, 65 and/or 66 as required by state

This is the pay range that Magnit reasonably expects to pay for this position: $31.88/hour - $42.50/hour

Benefits: Medical, Dental, Vision, 401K

QUALIFICATION/LICENSURE
Work Authorization : US Citizen
Preferred years of experience : 1 years
Travel required : No travel required
Shift timings :

Apply Now

Refine Your Search

raymond james jobs in stamford, ct

Investment Portfolio Associate

Financial Advisor Trainee - Garden City, NY

Investment Portfolio Associate- Locust Valley, NY

Discover related jobs

I want to receive the latest job alert for raymond james in stamford, ct

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected