Raymond James & Associates, Inc.
10001+ employees
Financial Services
Investment Banking
Wealth Management
Brokerage
About Raymond James & Associates, Inc.
Raymond James & Associates, Inc. is a leading diversified financial services company providing investment banking, wealth management, and brokerage services. Founded in 1962, the company serves individual investors, corporations, and municipalities with a comprehensive range of financial products and advisory services. Raymond James is committed to delivering personalized financial solutions and maintaining strong client relationships through a network of financial advisors across the United States and Canada. The firm emphasizes integrity, client focus, and long-term growth, positioning itself as a trusted partner in the financial industry.
3 months ago
Regional Director, Structured Investments Consultant
Full-time
Mid Level
Regional Director, Structured Investments Consultant
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Description
- The job entails representing Raymond James' Structured Investments Platform externally to create and manage relationships with financial advisors, focusing on sales targets, new business development, and customer relationship management.
- The role covers the Central Region, including states like Illinois, Iowa, Indiana, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, and Wisconsin.
- Responsibilities include providing face-to-face support, delivering presentations, developing business plans, maintaining activity logs, collaborating with product teams, and managing expenses.
- The candidate must demonstrate advanced knowledge of structured investments, financial markets, and excellent communication skills.
- Educational requirements include a bachelor’s degree in business, finance, or related fields, with at least 8 years of experience in financial services.
- Licenses such as FINRA Series 7, 66 or 63/65, and SIE are required or obtainable within 90 days.
- The position is full-time, remote, with 50-75% travel, and offers a salary range from $35,568 to $300,000.
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Requirements
- Bachelor’s Degree in business, finance, or a related discipline and a minimum of eight years’ experience in the financial services industry.
- OR an equivalent combination of experience, education, and training approved by Human Resources.
- Required: FINRA Series 7, Series 66 or 63/65, SIE or ability to obtain within 90 days.
- Knowledge of structured investments, financial markets, and advisory functions.
- Excellent verbal and written communication skills.
- Ability to develop and maintain client relationships.
- Strong organizational and project management skills.
- Ability to work independently and collaboratively.
- High level of professionalism and ethical standards.
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Benefits
- Competitive salary
- Health insurance
- Dental and vision coverage
- Retirement plans
- Paid time off (PTO)
- Vacation and sick leave
- Parental leave
- Remote work flexibility
- Travel opportunities
- Professional development and training