- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities:** + Partner with Banking Consultant (BC) and Financial Advisor (FA) to provide sound financial advice, training and ... book reviews, and call reports. + In conjunction with Banking Consultant , conduct regular team meetings with...conduct regular team meetings with Cash, SBL and Mortgage Consultant (s) ( internal ) to discuss opportunities and pipeline.… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …the interests of clients first. * Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the ... meetings, branch visits, zoom meetings, etc. Also represents the RJ SI Platform at firm and department conferences. *...within a specific territory. * Works closely with other consultant team members to meet sales goals by identifying… more