Branch Service Advisor | Financial Licensing Required | 10am-7pm CST

Branch & Concierge Services Team Member

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 in our Memphis, TN corporate home office.

The regular hours / schedule for this role (after training) will be Monday-Friday from 10am-7pm CST.

During the training period (first few months) the hours / schedule will be Monday-Friday from 8am-5pm CST.

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.

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 six (6) months.
• Series 63 (or 66) License required, or ability to obtain within six (6) months.

Responsibilities :

Skills :

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 : Hybrid

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.