Job Description Summary

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN corporate office.


Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing Financial Advisor requests, resolving inquiries, and addressing service needs with professionalism and efficiency. Maintain strong, ongoing relationships with Financial Advisors and internal partners, acting as a trusted liaison between branches and operational units.

Job Description

Licenses/Certifications

• SIE required (prior to start) provided that an exemption or grandfathering cannot be applied.

• Series 7 License required, or ability to obtain within six (6) months.

• Series 63 (or 66) License required, or ability to obtain within six (6) months.

Education

High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

AG - Agent - Financial Industry Regulatory Authority (FINRA), GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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