BBF Wealth
**Job Description Summary**Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to support the sales force within Fixed Income. Guidance is provided to perform multiple projects with less significant scope, complexity and impact. Understands strategic direction and completes moderately complex assignments with reviewed actions or decisions. Contact with customers, brokers, and senior management is required to obtain, clarify and provide information or plan, coordinate or advise on projects.**Job Description****Essential Duties and Responsibilities*** Provides training and/or assistance in the Fixed Income business unit.* Creates information and ideas that are relevant to our clients and to clients/brokers.* Develops and implements processes and procedures to ensure efficient and timely workflow.* Develops balance sheet and investment strategies for Bank, Credit Union & Municipalities.* Determine the right technology platforms for use in quantitative analytics.* Uses analytical tools and methodologies to provide solutions for Clients.* Construct and implement appropriate fixed income investment strategies for each client while ensuring compliance with all applicable internal and external policies of regulations.* Assists with the retention of existing accounts through periodic meetings with clients.* Collaborates with sales force by assisting in the development of marketing materials and by participating in sales presentations as appropriate.**Knowledge, Skills, and Abilities****Knowledge of*** Fixed Income analytics* Bank, Credit Union and Municipality regulations.* Company’s working structure, policies, mission and strategies.* Financial markets and products.* Basic concepts, principles and practices used in the portfolio analysis used for selecting fixed income products.* Basic use of portfolio analytical tools* Broker/dealer operations.**Skill in*** Interpreting and applying policies and procedures.* Preparing reports.* Helping to identify trends in the financial institution industry.* Follow-up to ensure resolution and completion of tasks.* Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.**Ability to*** Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with RJ employees and external clients.* Construct portfolios using the latest risk management and portfolio construction tools and methodologies.* Attend to detail while maintaining a big picture orientation.* Interpret and apply policies and identify and recommend changes as appropriate.* Work independently, making routine decisions and resolving less complex problems.* Demonstrate uncompromising adherence to ethical principles.* Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.* Balance conflicting resource and priority demands.* Partner with other functional areas to accomplish objectives.* Work independently as well as collaboratively within a team environment.* Establish and maintain effective working relationships at all levels of the organization.* Provide a high level of customer service.**Educational/Previous Experience Requirements****Education/Previous Experience*** Bachelor’s Degree (B.A.) in business, economics, finance or related field and 0-2 years of related experience.* OR ~* Any equivalent combination of experience, education, and/or training approved by Human Resources.**Licenses/Certifications*** Ability to obtain SIE required within one (1) year of hire. Provided that an exemption or grandfathering cannot be applied.* Ability to obtain the FINRA Series 7 and 63 License within one (1) year of hire.**Education**Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)**Work Experience**General Experience - 3 to 6 years**Certifications**Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**ResidentAt 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 firmAt 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.#LI-RE1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
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 firmAt 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.#LI-RE1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr