Teams at Raymond James

Plans and manages domestic educational meetings and investor conferences from initiation through closure, including budgets up to $1 million, attendee programs of up to 4,000 people, vendor contracts, travel coordination, communications, presentations, on-site execution, and post-event reporting. Partners with internal stakeholders, executives, procurement, marketing, accounting, and external suppliers to deliver successful meetings and maximize return on investment.

Completes the Advisor Mastery Program while developing a financial advisory practice. Responsibilities include prospecting, networking, client relationship management, investment and financial planning, account administration, portfolio monitoring, transaction processing, compliance, and meeting production goals. The trainee must complete required training and obtain SIE, Series 7, Series 66, and insurance licenses within specified timeframes.

Handle new client onboarding and existing account maintenance, troubleshoot documentation mismatches, provide operational support to advisors and clients via phone/email, collaborate with Trade Operations and Business Development to ensure efficient account setup, and perform miscellaneous operational duties to improve client experience.