Raymond James · 1 week ago
Advisor, FA Compensation
St. Petersburg, FL
Full-time
Hybrid
Entry, Mid Level
2+ years expRaymond James is a financial services firm seeking an Advisor for FA Compensation. The role involves managing branch compensation processes, ensuring compliance with agreements, and providing reporting to senior management while recommending solutions to complex problems.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Reviews compensation agreements and ensures that they are calculated and administered correctly for experienced and new financial advisor resulting from employment agreements, contracts, stock grants, bonuses, schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, quarterly bonus review and production matching as well as any other special deals
Reviews and processes all financial advisor compensation changes
Ensures monthly minimum wage requirements for commissioned associates are in compliance
Creates, reviews and/or audits reports on a regular basis. Provides reporting to business unit senior management
Identifies potential process improvements to increase efficiency in processing or analyzing financial information
Works with other areas of the firm on projects related to building and maintaining tracking systems. Participates or handles various projects as assigned
Resolves or recommends solutions to moderately complex problems
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's degree in Accounting or equivalent and a minimum of two (2) years of Payroll or Accounting experience
General office practices, procedures, and methods
General payroll processing
Intermediate accounting concepts, practices and procedures
Strong knowledge of Microsoft Office applications
Accrual based accounting practices
Accounting software packages
Intermediate cost allocation concepts and practices
Principles of banking and finance and securities industry operations
Analyzing financial information
Performing mathematical calculations
Operating standard office equipment and using required software applications, including word processing, spreadsheets and data bases
Preparing, processing and maintaining transaction documentation, files, and records
Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Identify, recommend and justify changes to standard procedures when required by specific situations and circumstances
Work independently, make decisions and resolve or recommend solutions to moderately complex accounting problems
Communicate effectively, both orally and in writing, with all organizational levels
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines
Provide a high level of customer service
Maintain strict confidentiality of associate records
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Preferred
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
General Experience - 7 to 12 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase