Associate Financial Advisor

## Associate Financial Advisor Apply locations:
Jackson, Michigan - United Statestime type:
Full time posted on:
Posted Todayjob requisition :
R-0011536
** 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
*** SIE* 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.
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* 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…