Develop and implement relationship management plans
Identify and build relationships with decision-makers
Develop and adapt specialized financial products
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Raymond James is seeking a Financial Planning Consultant to work remotely, focusing on relationship management, sales, and customer service within the financial sector. The ideal candidate should have relevant educational background, experience, and certifications in finance or related fields.
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Job Summary
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization.
Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
Matching Summary
Match Score: 75
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Raymond James is seeking a Financial Planning Consultant to work remotely, focusing on relationship management, sales, and customer service within the financial sector. The ideal candidate should have relevant educational background, experience, and certifications in finance or related fields.
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Salary
$35,568.00-$85,000.00
Skills & Requirements
Must-have
Develop and implement relationship management plans
Identify and build relationships with decision-makers
Develop and adapt specialized financial products
Analyze data using preset tools and methods
Maintain understanding of relevant technology and industry best practices