Step into an Investment Advisor Associate role with Raymond James Ltd, where client service and investment management converge. Engage with high-net-worth clients while driving portfolio performance.
As an Investment Advisor Associate, you’ll be responsible for delivering stellar client service while assisting in the management of diverse investment portfolios. This role requires strong analytical abilities and the knack for identifying and pursuing new business opportunities. Connecting with clients through all channels and building lasting relationships is at the core of your responsibilities.
Key Responsibilities:
• Deliver gold standard client service and relationship management
• Work with lead advisors on managing client investment portfolios
• Develop investment proposals and monitor portfolio performance
• Execute trades and ensure compliance with client strategies
• Conduct thorough research for strategic asset mix decisions
Requirements:
• Universit...