2024 Summer Associate – Human Resources – St. Petersburg, FL-2400952 Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily …
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2024 Seasonal Associate Whole Loan Trading – Memphis, TN-2303866 Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in …
PARAPLANNER FULL TIME YOUR RESPONSIBILITIES WILL INCLUDEGeneral Responsibilities • Create financial plans and proposals • Secondary role as executive assistant • Run financial planning reports (MoneyGuide Pro, Performance Reporting, Net worth Statements, etc) • Compose memos, correspondence, agreements, and other professional documents with various levels of detail to accommodate the differing needs of management • Monitor discretionary models • Produce portfolio reviews • Keep FA informed of allocation variations and performance of all accountsTO APPLY Please submit ALL of the …