Posted:
June 13, 2026
Location:
Charleston, SC, United States

Job Description

**Responsibilities**

+ Assistswiththecreationofclientfocusedbusinessdevelopmentstrategies,maintainingandexpanding referral sources including the coordination of target marketingcampaigns.
+ Worksindependentlytosourceanddevelopnewclientrelationshipstoenablefinancialadvisorsto meet salesgoals.
+ Assistswithplanningandcoordinatingofspecialprojectsforpracticetoincludeclienteventsfor prospective clients that result in a return oninvestment.
+ Assistswithprospectiveclients,providesconsultationandeducationregardingtheRaymondJames and Associatesplatform.
+ Participatesinconferencecallsandmeetingswithclientstounderstandtheirfinancesandtoaddress issues, interests andconcerns.
+ Supportsdeliveryoftheclientexperience,includingmaintainingadministrativeproceduresaswellas coordinating execution of clientrequests.
+ Researchesandresolvesmoderatelycomplex problemsrelatingtoclientaccounts andinquiries.
+ Maintainsexpertiseinpracticemanagementtoolsandresources,clientreportin...

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Job Overview

Job Type: Full-time
Location: Charleston, United States
Posted: June 13, 2026
Deadline: June 18, 2026