Hybrid Financial Advisor - Annuities & Client Solutions

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); On-site; USD 60,000 - 95,000; Full time

Job summary

Raymond James is seeking an Investment Central associate to support client interactions related to variable annuities and client portfolios. You will assist financial advisors and clients by processing applications, providing product guidance, and coordinating with carriers on requests.

The role emphasizes accuracy, fiduciary compliance, and clear communication across departments. Prior experience with annuities and life products is highly valued, with a strong focus on customer service.

Qualifications

• Bachelor’s Degree in related discipline; minimum 4 years in the financial services industry.
• Minimum 3 years experience in variable annuities and life insurance products.
• SIE and Series 7 licenses required; FINRA Series 66/63 & 65 may be required; Insurance license preferred.

Responsibilities

• Perform review of annuity applications and requirements.
• Perform timely entry of initial applications.
• Keep abreast of product changes and deadlines.
• Communicate with insurance companies regarding submitted business or issues.
• Coach and mentor less experienced Investment Central associates.
• Oversee client assets to ensure fiduciary processes are integrated and compliant.
• Provide escalated support and guidance on client portfolios and queries.
• Inform management about issues with client accounts and potential liability.
• Assist in controls and quality assurance to address liability.

Skills

Customer service

Communication skills

Team collaboration

Education

Bachelor’s Degree in related discipline

Job description

Raymond James is seeking an Investment Central associate to support client interactions related to variable annuities and client portfolios. You will assist financial advisors and clients by processing applications, providing product guidance, and coordinating with carriers on requests.

The role emphasizes accuracy, fiduciary compliance, and clear communication across departments. Prior experience with annuities and life products is highly valued, with a strong focus on customer service.