AMP Financial Advisor – PCG (Columbia, SC) Position Available In Richland, South Carolina

AMP Financial Advisor – PCG (Columbia, SC)
locations
Columbia, South Carolina – United States
time type
Full time
posted on
Posted 30+ Days Ago
job requisition id

R-0003175

Job Description

Responsibilities:

Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems.
Work within established systems to deliver prescribed outcomes for a designated area of financial control.
Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.
Deliver small project workstreams, carrying out specified project activities within defined time and quality parameters and ensuring adherence to the prescribed project management methodology.
Identify, within the team, instances of noncompliance with the organization’s policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them.

Skills:

Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations.
Works without supervision and provides technical guidance when required to acknowledge and ask questions to understand the circumstances surrounding client indifference.
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works without supervision and provides technical guidance when required to quickly and effectively establish trust within the buying centers in the client’s organization. Applies understanding of the business environment and objectives to develop solutions without supervision, while also providing technical assistance when necessary.
Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
Works without supervision and provides technical guidance when required on costing, budgeting and finance tasks.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.
Works without supervision and provides technical guidance when required to accurately identify and understand the key buying influences pertaining to an opportunity.
Works without supervision and provides technical guidance when required on motivating all employees to learn, grow and develop so that they can obtain the knowledge and experience they need to help the organization reach its goals.
Works without supervision and provides technical guidance when required to continuously provide effective solutions and value to the client’s organization. Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works without supervision and provides technical guidance when required to identify ideal potential clients.
Works without supervision and provides technical guidance when required to spend the appropriate time for the size and potential of each opportunity.
Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers. Works without supervision and provides technical guidance when required to align the client’s sales process with their organization’s sales process, including the key influencers/sales team members when appropriate.
Education

Bachelor’s:

Accounting, Bachelor’s:

Business Administration, Bachelor’s:

Finance
Work Experience
General Experience – 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-DW
About Raymond James
Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. While we might not have the perfect role for you today, we’d love to keep in touch.
to stay up to date on career opportunities that may be a good fit for you.
Working at Raymond James
Our business is deeply focused on people and their financial well-being. We’re committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren’t mutually exclusive.
As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.
Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.