
10,000+ employees
Founded 1962
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.
🔥 2 minutes ago
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10,000+ employees
Founded 1962
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.
• Plan, implement, and monitor the lifecycle of assets • Ensure assets are properly acquired, maintained, utilized, and disposed of • Analyze asset performance, risks, and costs • Recommend asset improvements or replacements when needed • Make authoritative recommendations about technical or professional solutions to improve business performance • Develop or deliver plans for significant aspects of research programs with guidance from senior colleagues • Make recommendations with significant short- and long-term business impact • Develop or deliver internal communications plans with guidance from senior colleagues
• Bachelor’s degree in Accounting (Required), Business Administration (Required), or Finance (Required) • 10 to 15 years of general experience • Securities Industry Essentials Exam (SIE) certification — FINRA • Tax Credit Specialist (TCS) certification — NCHM • Ability to make authoritative technical or professional recommendations with significant business impact • Ability to develop or deliver plans for significant aspects of research programs with guidance from senior colleagues • Ability to develop or deliver internal communications plans with guidance from senior colleagues • Ability to acquire, organize, protect, and process data • Ability to review and evaluate recommendations and requirements and develop appropriate plans or actions • Ability to assimilate and understand data from various sources and draw appropriate conclusions • Travel less than 25%
• Benefits package that may include medical, dental, and vision • Life insurance • Critical illness insurance and accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Additional compensation may include cash or equity, discretionary bonuses, or commissions • People-first culture valuing uniqueness, experiences, and backgrounds • Professional growth and development opportunities
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