Investment Portfolio Associate - Bilingual - English/spanish

Raymond James

Base: $75,000.00 to $100,000.00; bonus/equity: not...
Hybrid
Bilingual in english and spanish
Experience in financial services industry
Proficiency in portfolio analysis software
The role involves assisting Financial Advisors with portfolio analytics and investment recommendations

Job Summary

  • The role involves assisting Financial Advisors with portfolio analytics and investment recommendations.
  • You will prepare industry research reports and develop financial models for client strategies.
  • Raymond James values a people-first culture and encourages professional growth and collaboration.

Matching Summary

The role involves assisting Financial Advisors with portfolio analytics and investment recommendations.

Salary

Base: $75,000.00 to $100,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Bilingual in English and Spanish
  • Experience in financial services industry
  • Proficiency in portfolio analysis software

Nice-to-have

  • Strong client relationship management skills
  • Ability to work in a fast-paced environment
  • Effective oral and written communication

Key Requirements

  • Bachelor's degree in related field
  • Three years of experience in market research
  • SIE and Series 7 licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter