Raymond James
Overview
Financial Planning Consultant (Memphis, TN) at Raymond James Job Description Summary: Analyze and evaluate customer needs and circumstances to develop a bespoke financial strategy and plan for individual customers (business to consumer). Advise clients about investment implications and opportunities. Responsibilities
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences. Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, evaluate the customer\'s level of interest, and identify and respond to areas requiring further information or explanation. Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems. Identify the products or services that best meet the customer\'s stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Advise managers how to apply a wide variety of existing procedures and precedents. Act as first-line supervisor of a team providing customer service support, and help achieve targets in areas such as productivity or turnaround times; handle the most complex and valuable issues. Collate and analyze data using preset tools, methods, and formats; work independently. Identify noncompliance with the organization\'s policies and regulatory codes within the team, report these instances, and escalate issues as appropriate. Develop own capabilities through assessment and development planning, formal and informal training, coaching, and external accreditation where relevant. Qualifications & Skills
Education: Bachelor’s degree in Business Administration or Finance Work Experience: General experience 13 months to 3 years Certifications: S66 - Uniform Combined State Law Examination, Series 7 - General Securities Representative, Securities Industry Essentials Exam (SIE) (all FINRA) Travel: Less than 25% Workstyle: Resident Capabilities & Behavior
Roles require working without supervision with technical guidance as needed; ability to articulate customer needs, persuade, and build trust within client organizations; strong communication and data analysis skills; and the ability to navigate customer conversations using a consultative sales approach. Education & Work Experience Details
Education: Bachelor’s, Business Administration; Finance Work Experience: General Experience - 13 months to 3 years Certifications: FINRA S66, FINRA Series 7, FINRA SIE Additional Information
Travel: Less than 25% Workstyle: Resident We expect our associates to uphold Raymond James\' five guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve, and to live the firm\'s core values of client-first, integrity, independence, and a conservative, long-term view. We are an equal opportunity employer; employment decisions are based on merit and business needs. Seniority level
Entry level Employment type
Full-time Job function
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Financial Planning Consultant (Memphis, TN) at Raymond James Job Description Summary: Analyze and evaluate customer needs and circumstances to develop a bespoke financial strategy and plan for individual customers (business to consumer). Advise clients about investment implications and opportunities. Responsibilities
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences. Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, evaluate the customer\'s level of interest, and identify and respond to areas requiring further information or explanation. Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems. Identify the products or services that best meet the customer\'s stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Advise managers how to apply a wide variety of existing procedures and precedents. Act as first-line supervisor of a team providing customer service support, and help achieve targets in areas such as productivity or turnaround times; handle the most complex and valuable issues. Collate and analyze data using preset tools, methods, and formats; work independently. Identify noncompliance with the organization\'s policies and regulatory codes within the team, report these instances, and escalate issues as appropriate. Develop own capabilities through assessment and development planning, formal and informal training, coaching, and external accreditation where relevant. Qualifications & Skills
Education: Bachelor’s degree in Business Administration or Finance Work Experience: General experience 13 months to 3 years Certifications: S66 - Uniform Combined State Law Examination, Series 7 - General Securities Representative, Securities Industry Essentials Exam (SIE) (all FINRA) Travel: Less than 25% Workstyle: Resident Capabilities & Behavior
Roles require working without supervision with technical guidance as needed; ability to articulate customer needs, persuade, and build trust within client organizations; strong communication and data analysis skills; and the ability to navigate customer conversations using a consultative sales approach. Education & Work Experience Details
Education: Bachelor’s, Business Administration; Finance Work Experience: General Experience - 13 months to 3 years Certifications: FINRA S66, FINRA Series 7, FINRA SIE Additional Information
Travel: Less than 25% Workstyle: Resident We expect our associates to uphold Raymond James\' five guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve, and to live the firm\'s core values of client-first, integrity, independence, and a conservative, long-term view. We are an equal opportunity employer; employment decisions are based on merit and business needs. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Raymond James. Sign in to set job alerts for “Financial Planning Consultant” roles.
#J-18808-Ljbffr