at Raymond James

Investment Banking

Posted 3 days ago

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**Senior Registered Client Service Associate - St. Petersburg, FL**: Manage multimillion-dollar client portfolios, driving investment strategies using industry-leading platforms like Envestnet, Albridge, and Morningstar. Collaborate with advisors, fostering client relationships. Bring 7+ years in finance and registered client services, with Series 65/66 certifications. Expertise in securities, asset allocation, and portfolio management essential. Available on-site in St. Pete, FL.

Compensation

Not specified USD

Currency: $ (USD)

City

St. Petersburg

Country

United States