Associate Advisor

Job Description

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 Associate 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
• Knowledge of company 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
• Skill in 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.

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 an 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.

Bachelor’s:
Finance

General Experience – 7 to 12 months

Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)

Less than 25%

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.

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