Jobs at Raymond James

Manage and deepen client relationships for a wealth management firm: handle day-to-day requests, enter trades and rebalances, prepare financial reports and meeting materials, maintain CRM records, support marketing and training, and ensure compliance with firm and regulatory policies.

The Financial Advisor Trainee learns to build a financial advisory practice through training and mentorship while managing client relationships and meeting production targets.

Administer and execute Salesforce Marketing Cloud Engagement campaigns and journeys; configure Marketing Cloud and supporting Salesforce CRM objects, automations, and permissions; use SQL, AMPscript, and HTML/CSS for data segmentation and dynamic content; ensure compliance (CAN-SPAM, GDPR), maintain data hygiene, monitor performance, and document runbooks while collaborating with Marketing, Compliance, IT, and platform stakeholders.