Branch Service Advisor | Financial Licensing Required
Raymond James Financial, Inc.
- # Branch Service Advisor | Financial Licensing RequiredApplylocations: Saint Petersburg, Florida - United Statestime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 16, 2026 (5 days left to apply)job requisition id: R-0012427**Job Description Summary**This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In-office days will be 3 per week, averaging 12 days per month at one of our Memphis, TN, or Southfield, MI corporate offices. Serve as a key point of contact within the Branch & Concierge Services team, providing high-touch support by processing FA requests, resolving inquiries, and addressing service needs with professionalism and efficiency. Maintain strong, ongoing relationships with FAs and internal partners, acting as a trusted liaison between branches and operational units.**Job Description****Schedule(s):*** Monday - Friday 8:00 am to 5:00 pm CT (9:00 am to 6:00 pm ET)* Monday - Friday 10:00 am to 7:00 pm CT (11:00 am to 8:00 pm ET)**Responsibilities**:* Provide advanced product/service information and respond to complex customer questions about the product/service.* Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required.* Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required.* Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.* Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.* Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.* Provide exceptional service to customers to encourage continued use of the organization's products/services.* Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.* Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.**Skills**:* Works with full competence to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works without supervision and may provide technical guidance.* Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance.* 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 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 with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers.* Works with full competence to make every customer interaction positive, leaving customers feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance.* Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically works without supervision and may provide technical guidance.* Works with guidance (but not constant supervision) to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.* Works with guidance (but not constant supervision) to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.* Works with guidance (but not constant supervision) to quickly and effectively establish trust within the buying centers in the client’s organization.* Works with guidance (but not constant supervision) to accurately identify and understand the key buying influences pertaining to an opportunity.* Works with guidance (but not constant supervision) to acknowledge and ask questions to understand the circumstances surrounding client indifference.* Works with guidance (but not constant supervision) to articulate why a client does or does not want a change based on their business objectives and challenges.**Licenses/Certifications*** **SIE required** (prior to start),*provided that an exemption or grandfathering cannot be applied.** **Series 7 License required,** *or ability to obtain within 120 days.** **Series 63 (or 66) License** **required**, *or ability to obtain within 120 days.***Education**High School (HS) (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications**AG - Agent - Financial Industry Regulatory Authority (FINRA), GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.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 firmAt 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.
- J-18808-Ljbffr Raymond James Financial, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Branch Service Advisor | Financial Licensing Required in Brooklyn, NY vacancy
$19.13 - $28.69 per hour
...Branch Banking - Client Consultant II-Licensed Location: Brooklyn, NY 11229 The Branch Banking... ...focus on meeting the financial needs of our clients.... .... Execute all sales, service, and banking transactions... ...and responsibilities as required. Consistently adheres to...SuggestedHourly payLocal area- ...personalized, local lending approach, giving our branches and loan originators the tools, speed,... .... We are seeking a highly experienced Licensed Loan Officer Assistant (LOA) to support... ...Active NMLS license (Texas required). Minimum of 3 years’ experience as a Loan...SuggestedTemporary workLocal areaRemote work
- Equitable Advisors is seeking an Entry Level Financial Advisor in Ponce, PR to build client relationships, develop... ...and discuss tailored products and services. The role requires in-office presence and a pathway through FINRA licensing. Training, mentorship, and growth opportunities...SuggestedWork at office
- Equitable Advisors seeks an Entry Level Wealth Manager in Wichita,... ...relationships and craft tailored financial strategies. You will discuss... ...goals. In-office presence is required, with training and FINRA... ...offering a structured path through licensing and mentorship within...SuggestedWork at office
- Equitable Advisors in Secaucus, NJ is seeking a Financial Professional to help clients achieve their financial goals. This role involves client engagement... ...Candidates must have a Bachelor's degree and relevant FINRA licensing. The position offers a structured path with...SuggestedTraineeshipFlexible hours
- Bank of America in San Diego is seeking a Financial Solutions Advisor Stage I to begin earning securities licenses (SIE, Series 7, Series 66) and to develop skills in client relationships, financial solutions, and comprehensive advice. You'll start in a financial center...Work at office
$23 per hour
Uptown Oakland Branch - Member Service Specialist II (Full-Time) (Bank Teller) 2251 Broadway, Oakland... ...as we create a more equitable and financially inclusive California. We welcome all... ...Diploma or General Education Degree (GED) required 1+ years year of prior experience in...Hourly payFull time$17.12 - $26.97 per hour
...Branch Banking Client Consultant II Location: Howard... ...focus on meeting the financial needs of our clients.... ...: Execute all sales, service, and banking... ...and responsibilities as required. Consistently adheres... ...Requires National Mortgage Licensing System (NMLS) registration...Local area- Ameriprise Financial is seeking a Client Service Associate to join the operations team in... .... You will support advisors, prepare financial plans,... ...transactions, and handle branch administration with a focus... ...service quality. Role includes licensing support potential and...
$15 - $17 per hour
## Financial Services RepresentativeApplylocations: Danville, IL, United Statestime... ...financial needs. This role requires daily outbound calling,... ..., tax services, and branch operations, with opportunities... ...equivalent* Valid driver’s license, reliable transportation, and...Hourly payWork at officeLocal areaShift work$17 - $20 per hour
...customers meet their financial needs and unlock their... ...looking for a Financial Services Representative to... ...Representative is to assist the Branch Manager in operating... .... Experience (and Requirements) that will WOW us!... ...skills. A valid driver’s license & access to a...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- Loansbyworld in Oklahoma is seeking a bilingual Financial Services Representative to assist customers on their financial journey and maximize branch growth. This role emphasizes providing... ...candidates must have a valid driver’s license and reliable transportation. #J-18808-...Local area
- Raymond James Financial, Inc. is seeking a Service Advisor to support independent registered investment advisors and introducing broker dealers on custodial and clearing services platforms. The role handles inquiries via phone and email, researches issues, and ensures...Work from homeHome office
$17.25 - $20 per hour
...occasional travel to our Portland branch, which is eligible for... ...Bankers provide excellent customer service in processing transactions... ...as options to meet customer financial needs. As the Personal Banker... ...Reports and other reports required by law or regulation and ensures...Hourly payFull timeWork at officeMonday to FridayFlexible hoursNight shift- PNC Financial Services Group, Inc. is seeking a Personal Banker in Belvidere, IL to acquire and deepen the branch customer base through proactive sales and service activities. You will manage the customer experience to improve financial wellbeing and collaborate with ecosystem...
- M&T Bank in Kearny, New Jersey seeks an in-branch sales and relationship specialist to identify customers' needs, present banking solutions... ...Candidates should have a minimum of 2 years in retail sales or customer service, with fluency in English and #J-18808-Ljbffr M&T Bank
$23 - $30 per hour
Branch Relationship Banker- Diamond Bar, CA Associates at California Bank & Trust work in a relationship-centered culture where they... ...to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses...Hourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$41.6k - $51.96k
...assisting with the execution of branch activities, including day-to-... ...delivery of client-facing services and processing transactions,... ...and services based on client's financial goals Educate clients on... ...related duties may be assigned as required. Job Family Group:...Hourly payFull timePart time- First Financial Bank is seeking a Relief Teller to support multiple branches on-site in Kentucky. The role emphasizes accurate cash... ...handling, personalized client service, and cross-branch collaboration... ...banking needs. The position requires at least 1 year of customer service...Weekend work
- ...tailored to suit their financial needs. As a... ...Client Banker in Branch Banking, you are... ...products and services for their needs... ...(Private Client Advisors, Mortgage Bankers... ...regulatory banking requirements Required qualifications... ...) and Life licenses are required - or...Immediate startAfternoon shift
$16.5 - $21 per hour
...relationships, identifying financial needs, recommending... ...solutions, and supporting branch growth through proactive service and sales activities. This... ...partners. This position requires strong customer service,... ...with the S.A.F.E. Mortgage Licensing Act of 2008 and all related...Hourly payFor contractorsWork at officeRemote workFlexible hours$20.25 - $24.75 per hour
...make better and smarter financial decisions and enabling the... ...deposit and loan products and services, and recommending... ...collaborative partnerships with branch team members and partners... ...accuracy. This position requires National Mortgage Licensing System (NMLS)...Temporary workLocal area$50k
...Join a financial services firm where your contributions are... ...and 20,000 financial advisors across the U.S. and Canada... ..., supported by branch associates, a home-office... ..., regulatory requirements, and ethical guidelines... ...maintain registrations and licenses in good standing....Work at officeWork from homeHome officeFlexible hoursEdward Jones
Jersey City, NJ2 days ago- ...standing, and highly reviewed branch in Justice, IL! We are a... ...repairs Verify warranty and service contracts as needed Provide accurate... ...Valid CDL driver's license with clean driving record (preferred... ...years' experience as a Service Advisor or similar position Quarterly...Temporary workAfternoon shift
$65k - $70k
...highly organized and proactive Regional Service Specialist to support the Service Department... ...coordination, and communication for the branch electrical technicians. This regional... ...completed services Verify technicians have the required work scope, parts, tools, and customer...Work at office- ...banking transactions, account servicing, and lending. The incumbent... ...responsible for the execution of branch leads at the direction of the... ...Values. The incumbent may be required to work at various locations... ...:**Nationwide Mortgage Licensing System and Registry Identifier...Work at office
F.N.B. Corporation
Brooklyn, NY1 day ago - ...bank with the full financial capabilities to... ...associates to be a trusted advisor while providing... ...bank products and services to help clients... ...individual and branch goals. They may also... ...goals are met through required levels of in... ...National Mortgage Licensing System and Registry...Night shift
Simmons Bank
Brooklyn, NY3 days ago - ...Relationship Banker in a Chase Branch, you will represent... ...and cutting-edge financial technology combined... ...friendly and attentive service. You will take a lead... ...and regulatory banking requirements. Required qualifications... ...required), and Life licenses are minimum...Afternoon shift
Chase
Brooklyn, NY4 days ago $20.43 - $32.31 per hour
...our Manassas, VA financial center at 9012 Church... ...scheduled around branch operation hours (... ...customer need from service to sales with... ...become a trusted advisor. Actively promote... ...applicable at this level. (Required) Experience 2 or... ..., and relevant licenses/credentials. The salary...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hoursFulton Financial
Brooklyn, NY4 days ago$25 per hour
...hrChase is a leading financial services firm, helping nearly... ...Chase to our retail branch customers. From a personal... ...(Financial Advisors, Mortgage Bankers, and... ...including completion of required trainingProfessional,... ...required), and Life licenses are required. All unlicensed...BANDANA
Brooklyn, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Service Advisor | Financial Licensing Required. Be the first to apply!
Related searches
- community services specialist Brooklyn, NY
- professional services specialist Brooklyn, NY
- toyota service advisor Brooklyn, NY
- environmental services attendant Brooklyn, NY
- service administrator Brooklyn, NY
- health services administrator Brooklyn, NY
- experienced service advisor Brooklyn, NY
- car service advisor Brooklyn, NY
- facility service associate Brooklyn, NY
- nutrition services aide Brooklyn, NY