Investment Research Consultant

Raymond James

Hybrid
Analytical tools and methodologies
Portfolio management education
Client relationship building
As an entry-level professional, you will resolve problems of limited scope and complexity

Job Summary

  • As an entry-level professional, you will resolve problems of limited scope and complexity.
  • You will assist in analyzing portfolio analytics and make appropriate recommendations.
  • The role involves consulting with financial advisors to tailor investment management solutions.

Matching Summary

As an entry-level professional, you will resolve problems of limited scope and complexity.

Skills & Requirements

Must-have

  • Analytical tools and methodologies
  • Portfolio management education
  • Client relationship building

Nice-to-have

  • Effective communication skills
  • Ability to work independently
  • Team collaboration

Key Requirements

  • Bachelor’s Degree in Finance
  • Three years of financial services experience
  • Series 7 and 66 licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter