Associate Financial AdvisorAt 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!
Ready to live inspired? Apply below to take the next step.Essential Duties And ResponsibilitiesManage and deepen client relationships with effective communication and personalized attention in every interactionSupport the firm's growthEnter trades, orders, and rebalances as requestedSchedule, attend, and facilitate client meetingsCreate and maintain records and files utilizing CRM softwareService daily client inquiries over the phone and in-person, including scheduling meetings and greeting clientsOpen new client accounts, process money movement, and research information as neededManage referrals effectivelyPrepare financial reports, spreadsheets, and other materials for client meetingsCreate and maintain records and files utilizing Client Relationship Management (CRM) softwareParticipate in marketing efforts including seminars and other client-facing eventsActively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and proceduresKnowledge, Skills, And AbilitiesKnowledge of:Company's working structure, policies, mission, and strategiesManaged account platformsGeneral office practices, procedures, and methodsInvestment concepts, practices, and procedures used in the securities industryFinancial markets, products, and industry regulationsTrading terminologyFinancial planning softwareSkill in:Client Relationship Management (CRM) softwareMicrosoft Office SuiteEffective communication (in-person, virtual, phone, and mail)Ability to:Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databasesAnalyze and research account informationHandle stressful situations and provide a high level of client attention in a calm and professional mannerAnalyze problems and establish solutions in a fast-paced environmentUse appropriate interpersonal styles and communicate effectivelyWork both independently and as part of a cohesive teamDemonstrate competence, dependability, and responsibilityLicenses/CertificationsSIESeries 7Series 63, 65 and/or 66 as required by stateExperience1+ years of experience in the financial services industry strongly preferred, particularly in a relationship management roleBenefitsMedical, Retirement + Match, PTOTravelNot RequiredParamount 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 JamesEducationBachelor's (Required)Work ExperienceCertificationsTravelLess than 25%WorkstyleResidentThe 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.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 sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmAt 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.