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Virtual Financial Advisor
Raymond James Financial, Inc.
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Saint Petersburg, United States
Location
Saint Petersburg
Posted
June 24, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond Jamesβ clients. Although we operate as a home office department, our approach mirrors that of most Raymond James branches.
Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training, or certification to provide all levels of financial services in a team environment to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have a passion for providing excellent customer experience to our annuity contract owners and financial advisors of the firm. Fosters and assists in the development of relationships with new clients in a call center environment. Assists clients over the phone on a non-advisory basis by executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Gu...
Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training, or certification to provide all levels of financial services in a team environment to clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. The ideal candidate will have a passion for providing excellent customer experience to our annuity contract owners and financial advisors of the firm. Fosters and assists in the development of relationships with new clients in a call center environment. Assists clients over the phone on a non-advisory basis by executing unsolicited orders and offering guidance in relation to other associated sales practice activities and requirements. Gu...