Top 31 Financial planner Jobs in Jackson, Mi

Associate Financial Advisor
Raymond James Financial, Inc. —Jackson, MI
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Registered Representative - State Farm Agent Team Member
Zach Piotrowski - State Farm Agent —Albion, MI
- $50,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- 401(k)
- Paid time off
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Licensed Financial Professional – Life Insurance & Wealth Management
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Mid-level
- Parental leave
- Professional development assistance
Quick Apply
20h
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
Wealth Services Representative (1099 Independent Contractor)
The Miliare Group —United States
- $25,000 - $60,000 a year
- Temporary
- Remote
- Background check
- Computer literacy
- US work authorization
- Work from home
- Flexible schedule
Quick Apply

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Associate Financial Advisor

Raymond James Financial, Inc. -
Jackson, MI

Apply Now

Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Research
Series 7
Bachelor's degree

Full 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!

Ready to live inspired? Apply below to take the next step.

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

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.

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 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 – 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

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Refine Your Search

financial planner jobs in jackson, mi

Associate Financial Advisor

Registered Representative - State Farm Agent Team Member

Relationship Manager – Private Wealth & Tax Solutions

Licensed Financial Professional – Life Insurance & Wealth Management

Wealth Solutions Advisor

Wealth Solutions Investment Advisor

Wealth Services Representative (1099 Independent Contractor)

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