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
- 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 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.
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