Raymond James · 1 day ago
Institutional Fiduciary Solutions Consultant
St. Petersburg, FL
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a financial services firm that provides a range of services including retirement planning and investment consulting. The Institutional Fiduciary Solutions Consultant will serve as a resource to Financial Advisors and their clients, providing insights and recommendations on retirement plans and investment strategies.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Responds to FA questions by telephone, email and occasional personal visits
Serves as a resource for FAs for plan analysis or comprehensive solutions for their institutional clients and prospects
Provides plan design review and third party plan administration recommendations
Assists in development of investment policy statements
Evaluates overall individual and employer-based retirement needs, researches various options, and provides plan alternatives
Evaluates client and prospect investment processes and investments and create detailed analysis and recommendations for investment implementation
Provides regulatory updates
Researches and provides recommendations related to vendor selection; performs some due diligence of vendors
Conducts research as needed; requests guidance when appropriate
Creates plan alternatives using proprietary and third party software packages and provides general technical support to users of the software
Designs and prepares presentations that clearly communicate the recommendations and alternatives related to the assigned functional area
May participate in the client presentations (primarily over the phone, however sometimes in person); as requested by the FA
May assist in the creation of presentations and be an instructor in various training programs attended by FAs
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's degree (B.A.) in a related field with zero (0) to two (2) years of experience in the financial, retirement and estate planning field or in marketing these services
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 or ability to obtain within one (1) year of hire
Life Insurance license or ability to obtain within one (1) year of hire
Series 66 or ability to obtain within two (2) years of hire
Chartered Retirement Plan Specialist (CRPS) designation or ability to obtain within one (1) year of hire
Knowledge of economic and accounting principles and practices, the financial markets, investments and insurance based products
Knowledge of investment governance issues relating to Foundations, Endowments, as well as, Retirement Plans
Knowledge of concepts and regulations related to retirement plans
Skill in operating standard office equipment and using required software applications to produce presentations, correspondence, electronic communication and maintain spreadsheets and databases
Skill in organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Skill in detailed orientation to ensure quality standards are met without impairing workflow
Skill in following-up to ensure resolution and completion of tasks
Ability to incorporate the retirement needs and goals of a client into a succinct, professional presentation outlining their options
Ability to read and interpret technical and legal documents, and apply the information as appropriate
Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Ability to use oral and written communication skills sufficient enough to interact effectively with and guide Financial Advisors and their clients on various planning options
Ability to provide a high level of customer service in a calm, courteous and professional manner
Ability to establish and maintain effective working relationships at all levels of the organization
Ability to work independently as well as collaboratively within a team environment
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
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