Jobs at Raymond James

Manages and deepens client relationships for a wealth management firm, serving as the primary contact for client needs. Responsibilities include facilitating portfolio and financial planning reviews, coordinating referrals and onboarding, communicating market and performance updates, handling life-event requests, maintaining compliant documentation, and completing administrative work. The role requires investment industry knowledge, CRM and office software proficiency, and relevant securities licenses.

Supports municipal public finance transactions for state and local governments, including financial modeling, credit rating preparation, debt analysis, deal structuring, securities offering documents, client presentations, market research, and investor materials. Collaborates with senior bankers, municipalities, developers, and project sponsors across infrastructure sectors. Requires strong quantitative, communication, and financial analysis skills, with work often extending beyond standard business hours.

Participates in the Advisory Mastery Program to become a Financial Advisor through training, mentorship, licensing, and sales development. Responsibilities include prospecting, networking, building a client pipeline and book of business, evaluating financial needs, recommending suitable investment solutions, managing client relationships, and meeting asset and production targets. The role requires obtaining securities and insurance licenses, completing program assignments, and delivering professional, client-focused financial guidance.

The Tax Senior Accountant supports corporate tax compliance, state audits, federal and state filings, tax research, ASC 740 income tax provisions, account reconciliations, and tax technology improvements. The role prepares and reviews tax workpapers, returns, estimates, disclosures, and responses to tax notices. It partners with auditors and internal stakeholders, resolves tax matters, supports process improvements, and may lead defined projects. Occasional travel to the corporate headquarters is required.