Associate Financial Advisor

130 Raymond James Financial Services, Inc.; Jackson (MI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Retirement match

PTO

Job summary

Paramount Wealth Management is seeking an Associate Financial Advisor to deepen client relationships through proactive communication and tailored financial reviews. You will support growth, enter trades, and coordinate client meetings while maintaining thorough records using CRM software.

Ideal candidates have 1+ year in financial services, basic licensing (SIE/Series as required), and a solid foundation in financial planning concepts.

Qualifications

• 1+ years of experience in financial services, preferably in a relationship management role.
• Licensing: SIE and Series 7/63/65/66 as required by state
• Bachelor's degree required
• Strong client communication and CRM proficiency
• Proven ability to manage multiple client relationships and meetings

Responsibilities

• Manage and deepen client relationships with effective communication and personalized attention.
• Enter trades, orders, and rebalances as requested.
• Schedule, attend, and facilitate client meetings.
• Create and maintain records and files using CRM software.
• Provide prompt responses to client inquiries by phone and in person.

Skills

CRM software

Financial planning

Client relations

Microsoft Office

Education

Bachelor's degree

Tools

Trading platforms

Financial planning software

CRM software

Job description

Job Description Summary

At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client-focused team who are dedicated to serving others. We are seeking an Associate Financial Advisor who shares our vision and values. The Financial Advisor fosters and deepens client relationships throughout the financial review process. The ideal candidate is competent, service-oriented, coachable, and has a positive attitude!

Job Description Essential Duties and Responsibilities

• Manage and deepen client relationships with effective communication and personalized attention in every interaction
• Support the firm’s growth
• Enter trades, orders, and rebalances as requested
• Schedule, attend, and facilitate client meetings
• Create and maintain records and files utilizing CRM software
• Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
• Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction
• Open new client accounts, process money movement, and research information as needed
• Support the firm’s growth
• Manage referrals effectively
• Prepare financial reports, spreadsheets, and other materials for client meetings
• Prepare financial reports, spreadsheets, and other materials for client meetings
• Create and maintain records and files utilizing Client Relationship Management (CRM) software
• Participate in marketing efforts including seminars and other client-facing events
• Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures

Knowledge, Skills, and Abilities

• Knowledge of Company’s working structure, policies, mission, and strategies
• Company’s working structure, policies, mission, and strategies
• Managed account platforms
• General office practices, procedures, and methods
• General office practices, procedures, and methods
• Investment concepts, practices, and procedures used in the securities industry
• Financial markets, products and industry regulations
• Investment concepts, practices, and procedures used in the securities industry
• Financial markets, products, and industry regulations
• Trading terminology
• Financial planning software
• Skill in Client Relationship Management (CRM) software
• Microsoft Office Suite
• Effective communication (in-person, virtual, phone, and mail)
• Ability to Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
• Analyze and research account information
• Handle stressful situations and provide a high level of client attention in a calm and professional manner
• Analyze problems and establish solutions in a fast-paced environment
• Use appropriate interpersonal styles and communicate effectively
• Work both independently and as part of a cohesive team
• Demonstrate competence, dependability, and responsibility

Licenses/Certifications

SIE Series 7 Series 63, 65 and/or 66 as required by state

Experience

1+ years of experience in the financial services industry strongly preferred, particularly in a relationship management role

Benefits

• Medical, Retirement + Match, PTO Travel: Not Required

Paramount Wealth Management and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates. PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James

• Education Bachelor’s (Required)
• Work Experience Certifications
• Travel Less than 25%
• Workstyle Resident

The 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.

Guiding Behaviors and Core Values

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.

• 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 and 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.

#LI-LS1

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James and why they stay.