Associate Financial Advisor: Client Growth & Planning

Raymond James; Jackson (MI); Sur place; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Retirement plan with match

Paid time off (PTO)

Résumé du poste

Raymond James is seeking an Associate Financial Advisor to foster client relationships and support financial advising services. The ideal candidate will have strong communication skills and a proactive approach to client service.

The role involves managing client accounts, entering trades, and preparing financial reports. Candidates should have a Bachelor’s degree and preferably some experience in financial services.

Qualifications

• 1+ years of experience in the financial services industry strongly preferred, particularly in a relationship management role.
• Knowledge of managed account platforms and investment concepts.
• Strong familiarity with software applications for correspondence and reporting.

Responsabilités

• Manage and deepen client relationships with effective communication and personalized attention.
• Enter trades, orders, and rebalances as requested.
• Create and maintain records using CRM software.

Connaissances

Client Relationship Management (CRM) software

Microsoft Office Suite

Effective communication (in-person, virtual, phone, and mail)

Formation

Bachelor’s degree

Outils

Financial planning software

Description du poste

Raymond James is seeking an Associate Financial Advisor to foster client relationships and support financial advising services. The ideal candidate will have strong communication skills and a proactive approach to client service.

The role involves managing client accounts, entering trades, and preparing financial reports. Candidates should have a Bachelor’s degree and preferably some experience in financial services.