Raymond James is seeking an entry-level Investment Research Consultant to assist with portfolio analysis, asset allocation, and investment recommendations for financial advisors. The role involves developing relationships, educating advisors on investment management, and supporting business development efforts, all within a remote work environment
Job Summary
Use specialized knowledge and skills to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted.
Consult with financial advisors to build a relationship and understand their practice in order to tailor solutions related to the investment management of their FA-managed portfolios, including education and adoption of firm technology.
Develops both tactical and strategic plans and works independently on complex assignments that are broad in nature with latitude for un-reviewed actions or decisions.
Matching Summary
Match Score: 75
Raymond James is seeking an entry-level Investment Research Consultant to assist with portfolio analysis, asset allocation, and investment recommendations for financial advisors. The role involves developing relationships, educating advisors on investment management, and supporting business development efforts, all within a remote work environment.
Skills & Requirements
Must-have
Analyze portfolio analytics and asset allocation
Consult with financial advisors
Develop tactical and strategic plans
Research investment products and comparative analysis
Educate advisors on portfolio management
Nice-to-have
Proactively contact financial advisors
Maintain market knowledge of AMS products
Lead team initiatives and develop resources
Collaborate with other departments
Key Requirements
Bachelor's Degree in Business Administration, Finance or related discipline
Minimum of three (3) years of financial services industry experience
Series 7 and 66 licenses required within one (1) year of hire