Virtual Financial Advisor
Core
Provide comprehensive financial services including portfolio management, trade execution, and client education for annuity owners and financial advisors in a hybrid call center environment.
Role type
Senior Financial Advisor (Virtual/Remote)
Builds
Client brokerage accounts, investment portfolios, and trade executions for Raymond James clients.
Domain
Financial Services / Wealth Management / Securities
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Portfolio management, trade execution, client education, regulatory compliance, risk mitigation, sales practice oversight, financial planning, asset allocation analysis, AML monitoring, account administration.
Preferred skills
Experience with variable annuities and life insurance, knowledge of modern portfolio theory, ability to handle large volume trades, mentoring capabilities.
Technologies
Standard office equipment, required software applications for research and reporting, brokerage systems.
Responsibilities
Manage and review client activities, execute unsolicited orders, coach less experienced associates, address sensitive client issues regarding AML alerts, research and interpret investments to educate clients, establish and manage client brokerage accounts, contact clients to review portfolios and make suitable recommendations, place various trades while mitigating risk, ensure firm and regulatory policies are followed.
Seniority
Senior, hands-on IC