Financial Advisor

Job Description Summary

At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client‑focused team dedicated to serving others. We are seeking a 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!

• 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.
• Manage referrals effectively.
• Prepare financial reports, spreadsheets, and other materials for client meetings.
• 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.

• Company’s working structure, policies, mission, and strategies.
• Managed account platforms.
• General office practices, procedures, and methods.
• Investment concepts, practices, and procedures used in the securities industry.
• Financial markets, products and industry regulations.
• Trading terminology.
• Financial planning software.

• Client Relationship Management (CRM) software.
• Microsoft Office Suite.
• Effective communication (in‑person, virtual, phone, and mail).

• 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.

• SIE.
• Series 7.
• Series 63, 65 and/or 66 as required by state.

Bachelor’s:
Finance.

General Experience – 7 to 12 months.

Less than 25%.

Resident.

Paramount Wealth Management is an independent contractor with respect to Raymond James; not an employee of Raymond James.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.