Associate Financial Advisor: Client Growth & Planning

Raymond James; Jackson (MI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan with match

Paid time off (PTO)

Job summary

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.

Responsibilities

• 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.

Skills

Client Relationship Management (CRM) software

Microsoft Office Suite

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

Education

Bachelor’s degree

Tools

Financial planning software

Job description

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.