Associate Financial Advisor

Requirements

• 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
• Education
• Bachelor's (Required)
• Work Experience
• Certifications
• 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

Benefits

Additional Information

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

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