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Associate Advisor
Job
Raymond James Financial, Inc.
Jackson, MI (In Person)
Full-Time
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57
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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 + 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'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 •Licenses/Certifications•+ 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.