Become a vital part of Raymond James as a Portfolio Advisory Associate, contributing to the development of tailored investment strategies and client relationships. This role offers flexibility and opportunity.
As a member of the Portfolio Advisory team, you will focus on model portfolio management, coordinate with the PCS group, and assist advisors with equity research. We seek a proactive candidate with strong communication and analytic skills who can thrive under deadlines. Your role will be key in delivering actionable insights and providing excellent customer service to Financial Advisors.
Key Responsibilities: • Monitor model portfolio performance and news • Produce advisor-facing commentary on investments • Ensure consistency across investment-related documentation • Foster relationships with Investment Advisors and respond to inquiries • Collaborate with analysts to incorporate their insights