- Raymond James Financial, Inc. (Southfield, MI)
- …In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate Office, Memphis, TN, or Southfield, MI. Please note: This role is NOT ... eligible for Work Visa sponsorship, either currently or in the future. **What You'll Do:** + Help transition and switch data sources across systems, ensuring smooth and accurate data flow. + Understand business and technical requirements to support coding,… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ Partner with senior Consultants to grow insurance sales. + Engage financial advisors via phone and email to promote solutions. + Assist with case prep, ... illustrations, and proposal creation. + Support marketing campaigns and follow-up communications. + Respond to advisor inquiries and provide product support. + Contribute to team initiatives and special projects as needed. **Knowledge, Skills, and Abilities**… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes. + Take overall responsibility for ... setting and approving area budgets that achieve organizational strategy. + Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of… more
- Raymond James Financial, Inc. (Southfield, MI)
- …: + Assist with the development of internal communications and work collaboratively with colleagues to build strong understanding of regulation and registration ... requirements. + Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems. + Deliver preestablished… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ Perform initial review of submitted life insurance applications + Validate agent licensing and appointment for business submitted + Input case into agency ... management system for permanent record of business + Submit good order applications to insurance carriers via secure delivery + Order paramedical exams required by carrier for underwriting decision + Track completion of exams and forward to insurance carrier… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements. + Interprets rules and regulations by applying IRA and ... IRS knowledge. + Assist with various incoming requests for information, through multiple platforms. + Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres ... to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. + Provide advanced product/service information and respond to complex customer questions about the product/service. + Respond to more advanced… more
- Raymond James Financial, Inc. (Troy, MI)
- …As a **Senior Life Insurance Underwriter** , you will play a critical role in facilitating the sale of life insurance by applying sound, cost-effective underwriting ... principles. You will assess risk and determine appropriate premium classifications based on a comprehensive evaluation of applicants' health, financial background, occupation, travel, and lifestyle. **Key Responsibilities** + **Risk Assessment &… more
- Raymond James Financial, Inc. (Southfield, MI)
- …shift based on trading activity. Weekly workloads are directly influenced by trade volume, which may require extended hours during peak periods. **Key Schedule ... Considerations** : + **Flexible Hours:** Work hours fluctuate based on market demands. + **Adaptability Required:** Some days may extend to 10-11 hours, while others may follow a standard schedule. + **Weekend Coverage** : Team members are expected to work one… more
- Raymond James Financial, Inc. (Southfield, MI)
- …Under intermittent supervision and with a high level of autonomy, uses extensive knowledge and skills obtained through education, experience, specialized training ... and/or certification in securities or banking industry compliance to administer and manage an assigned compliance function. Works within a specified Business Unit to lead major projects, programs, or processes with significant business impact. Influences… more