About the Company
Raymond James Financial, Inc. is a diversified financial services holding company providing financial services to individuals, corporations, and municipalities through its subsidiary companies. Committed to client success and community involvement, Raymond James fosters a culture of integrity, innovation, and respect. With a robust network of financial advisors, we empower clients to achieve their long-term financial goals and offer associates opportunities for growth and a balanced work-life.
Job Description
Are you a highly motivated individual with a passion for finance and a desire to make a tangible impact? Raymond James is seeking a dedicated Financial Associate to join our growing team in Wesley Chapel, Florida. This unique opportunity offers a 4-day work week option, promoting a healthy work-life balance while you build a rewarding career. As a Financial Associate, you will play a crucial role in supporting our financial advisors, ensuring seamless client service, and contributing to the overall success of the branch. You will assist clients with their financial inquiries, process transactions, and maintain accurate records, all while upholding the highest standards of professionalism and client confidentiality. This role is ideal for an detail-oriented professional eager to learn and grow within the financial services industry.
Key Responsibilities
- Provide exceptional administrative and operational support to Financial Advisors.
- Assist clients with account inquiries, service requests, and general financial questions via phone and in-person.
- Process client transactions accurately and efficiently, including deposits, withdrawals, and transfers.
- Prepare client reports, presentations, and new account paperwork.
- Maintain organized client files and ensure compliance with all regulatory requirements.
- Schedule and confirm client meetings for Financial Advisors.
- Support marketing initiatives and client outreach programs.
- Contribute to a positive team environment and uphold the company's values.
Required Skills
- Strong communication skills, both written and verbal.
- Excellent organizational and time management abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- High level of integrity and ability to handle confidential information.
- Detail-oriented with a commitment to accuracy.
- Ability to work effectively in a fast-paced environment.
Preferred Qualifications
- Bachelor’s degree in Finance, Business Administration, or a related field.
- Previous experience in a financial services or customer service role.
- Knowledge of financial products and services.
- Experience with CRM software and financial planning tools.
Perks & Benefits
- Competitive salary and performance-based incentives.
- Optional 4-day work week to support work-life balance.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and holidays.
- Tuition reimbursement program for career development.
- Professional development and training opportunities.
- Employee stock purchase plan.
- Wellness programs.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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