Hybrid Branch Service Advisor - Finance Licensing Pro

Raymond James, Inc.; Memphis (TN); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

Raymond James, Inc. in Memphis, TN is seeking a Branch Service Advisor to be a key contact within the Branch & Concierge Services team. The role processes FA requests, handles inquiries, and supports service delivery with professionalism.

The position requires SIE, Series 7 (or ability to obtain within six months) and Series 63/66 licenses. It follows a hybrid schedule with in-office days three per week in Memphis. Regular hours are 10am–7pm CST after training.

Qualifications

• SIE required prior to start.
• Series 7 license required or obtainable within six months.
• Series 63 (or 66) license required or obtainable within six months.
• High School Diploma completed.
• 1+ year of relevant work experience preferred.

Responsibilities

• Provide advanced product/service information and respond to complex customer questions.
• Record and process custom/special orders and coordinate with relevant teams.
• Respond to advanced issue escalations with approvals as needed.
• Make calls to allocated customers to develop relationships and retention.
• Enter call notes into the CRM and create a follow-up plan.

Education

High School Diploma

SIE

Series 7 License

Series 63/66 License

Job description

Raymond James, Inc. in Memphis, TN is seeking a Branch Service Advisor to be a key contact within the Branch & Concierge Services team. The role processes FA requests, handles inquiries, and supports service delivery with professionalism.

The position requires SIE, Series 7 (or ability to obtain within six months) and Series 63/66 licenses. It follows a hybrid schedule with in-office days three per week in Memphis. Regular hours are 10am–7pm CST after training.