Registered Wealth Management Advisor

Requirements

• 3+ years of experience in the financial services industry strongly preferred
• Benefits: Medical, Retirement + Match, Discretionary Profit Sharing, PTO
• Travel: Not Required
• Education
• Bachelor's
• Work Experience
• General Experience - 3 to 6 years
• Certifications
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
• Travel
• Less than 25%
• Workstyle
• Resident
• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
• We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
• #LI-LS1

Benefits

Additional Information

Job Description Summary At Irwin Financial Incorporated, we take a sophisticated and client-focused approach to everything we do. As our team expands, we are seeking a Client Relationship Manager who shares our vision and values. The ideal candidate has experience in relationship management in the financial industry and is dependable, dynamic, attentive, and team oriented. Additionally, they possess curiosity in leadership and career development. Are you ready? Let's uncover the possibility of working together. Job Description Essential Duties and Responsibilities Manage and deepen client relationships with effective communication and personalized attention in every interaction Collaborate with investment team to develop models and strategies aligned with client objectives Work closely with research analyst and portfolio managers to evaluate investment opportunities 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 Knowledge of 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 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 Education Bachelor's degree preferred, or equivalent years of experience in industry Licenses & Certifications SIE Series 7 Series 63, 65 and/or 66 as required by state

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at raymondjames? Share your experience