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Wealth Advisor: Client Relationships & Planning
Job in
Jackson, Jackson County, Michigan, 49203, USA
Listed on 2026-05-24
Listing for:
Raymond James
Full Time
position Listed on 2026-05-24
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Job Description & How to Apply Below
Raymond James is seeking a Financial Advisor at Paramount Wealth Management in Jackson, Michigan. The role involves managing and deepening client relationships while supporting the firm's growth. The ideal candidate will require strong communication skills, knowledge of financial products, and relevant licenses including SIE and Series 7.
Responsibilities include entering trades, preparing financial reports, and participating in client-facing marketing events. A Bachelor's in Finance and 7 to 12 months of experience is preferred.
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