Agency Trader

Raymond James•Saint Petersburg, FL

1d•Onsite

About The Position

Buy and sell assets and commodities for external clients (such as oil, electricity, shares, bonds, etc.). Build and maintain relationships with external customers, evaluate their portfolios and advise them on buying or selling.

Requirements

Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns.
Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports.
Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
Bachelor’s Degree (B.A.) or equivalent with a minimum of ten (10) years of financial services experience.
SIE required provided that an exemption or grandfathering cannot be applied.
FINRA Series 7 and Series 55 licenses or the ability to obtain within sixty (60) days.

Nice To Haves

Any equivalent combination of experience, education, and/or training approved by Human Resources.

Responsibilities

Develop and implement a relationship management plan for strategic, complex existing accounts to build key relationships at local and national levels.
Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.
Manage key client and customer relationships, often through account teams, to ensure their ongoing satisfaction and loyalty.
Deal in a complex financial market by applying market expertise and knowledge and by leading and managing a trading team.
Develop and maintain relationships with key customers, ensuring they remain satisfied and loyal to the organization.
Analyze and evaluate the feasibility and relevance of proposed complex financial products, and develop and amend as necessary with guidance from senior colleagues.
May also be responsible for supervising activities performed by a financial product development or specialist team.
Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.