Tash Elwyn, president of Raymond James & Associates, the firm's traditional employee channel. Client associates are the unsung heroes of financial services, and now Raymond James is hoping that they can play another role: saving the industry from the oncoming retirement wave.
“I have long viewed the role of a service associate as being perhaps arguably one of the most underutilized and underinvested-in positions in the financial services industry,” said Tash Elwyn, president of Raymond James & Associates, the firm's traditional employee channel. “I've long had a desire and a passion to see our firm really turn that challenge into an opportunity to create a career path for service associates.”
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The firm launched a pilot program at the end of last year that is designed to bridge the gap between working as an associate and as a financial adviser.
(Related: Firms work to make the most of their young advisers)
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