Under minimal supervision, uses knowledge and skills obtained through education, experience, training and/or certification to lead business consulting engagements with independent business owners. Uses extensive knowledge and skills obtained through education, experience or certification to provide various consultative services. Typical consulting assignments will include new entity formation activities, business growth initiatives, and independent contractor compensation planning with new and existing branch owners affiliated with RJFS. Will assist financial advisors during transition to the firm, acting as a liaison between the home office and branch office. Maintains contact with internal and external customers to identify, research and resolve problems. Acts in a professional consultative capacity to help meet client and business goals. Essential Duties and Responsibilities: Support the RJFS Divisional Management teams to deliver value added business consulting services to new and existing branch managers and advisors. Host Home Office Visits for prospective financial advisors and conduct live presentations to highlight the service offerings of Independent Business Consulting. Support and represent the Independent Business Owner Services model for newly affiliated branches. Proactively manage pipeline of committed advisory teams and work with Business Development Consultants and Transitions team to support business startup activities for newly affiliated independent business owners. Provide consultation on flow of funds, payout arrangements, compensation overrides, expense sharing between partners, and miscellaneous RJFS business expenses. Consult with financial advisor’s tax professionals to explain how RJFS FAs are compensated via 1099. Manage existing third party vendor relationships that provide services to RJFS independent business owners. Identify and create new business solutions for independent business owners. Works with existing branch managers to evaluate branch structure and strategic plan, including future growth as needed to promote overall efficiency and profitability while maintaining a commitment to excellent service. Conducts ad hoc financial analysis projects and prepares reports as needed. Serves as a technical resource for RJFS Branches related to compensation reporting. Maintains industry knowledge of evolving and regulatory changes that impact the business. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities: Knowledge of fundamental concepts, practices and procedures of auditing and risk assessment; financial markets and products; finance and accounting. Skill in strong interpersonal skills for interfacing with branch and regional personnel; project management and decision making; enthusiastic, self-motivated, and effective under pressure; operating standard office equipment and software applications; proven ability to manage time and deliver against deadlines. Educational/Previous Experience Requirements: Bachelor’s Degree from four year college or university with a minimum of three (3) years’ experience in a consultant role or an equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications: Series 7 license preferred. 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, work with and through others to achieve outcomes, make prompt pragmatic choices with the client in mind, take ownership and hold themselves accountable, and contribute to the continuous evolution of the firm. Raymond James is an equal opportunity employer and values diversity.
By applying, you consent to your information being transmitted by Jooble to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See raymondjames Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
...local General Contractor with a heavy focus on multifamily and commercial construction projects. They are actively seeking multiple... ...projects (self-storage, grocery, medical offices) The Project Manager will lead the project team and have overall responsibility for...
...combined sign-on and retention bonus based on experience. To qualify for the bonus, candidates must not have been employed by St. Charles Health System in the last 6 months. Also eligible for in-state or out of state relocation bonus, amount based on location. *Bonuses...
Job Description:Develop and commission Siemens PLC applications, including S7-300, S7-400, S7-1200, and S7-1500 using TIA Portal and Step 7 (Classic).Design, configure, and implement CITECT SCADA (AVEVA Plant SCADA), including graphics, alarms, and diagnostics.Carry ...
...licensing partners in each segment of business. Who We Are Looking For: We are seeking a creative and detail-oriented ASSISTANT DESIGNER in our New York City office to collaborate with our Senior Designer in the development of innovative fashion accessory...
...impact. Postioin Summary As the Everence Federal Credit Union Marketing Intern, youll have the opportunity to work on meaningful... ...opportunity to help develop and/or translate marketing collateral into Spanish, depending on skills and experience. # Qualifications:...