Associate Advisor

Job Description Summary

At Vine Street Private Wealth, we strive to deliver superior service and sound financial advice to our clients. As our team grows, we are seeking an Associate Advisor who aligns with our values: collaboration, transparency, innovation, and commitment. Additionally, the ideal candidate has a positive attitude, a strong work ethic, and experience in client relationship management.

Are you ready for your next chapter? See below to learn more and apply.

• 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
• Manage referrals effectively
• 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
• Actively engage in community networking events

• 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

Medical, Dental, 401k + Match, Profit Sharing, PTO

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

None required; time travel:
Less than 25%

Bachelor’s (Required)

General Experience - 13 months to 3 years

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

Resident

Vine Street Private Wealth and its employees are independent contractors with respect to Raymond James, not employees of Raymond James.

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