Teams at Raymond James

Participate in Raymond James’ Advisory Mastery Program to develop financial advisory, investment, and sales skills. Build a client pipeline through prospecting and networking, assess client financial needs and risk profiles, recommend suitable investment products, manage client relationships, and develop a book of business. Complete required training, meet production standards, and obtain FINRA and insurance licenses within specified timeframes.

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.