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Join our team as an Associate Advisor in Arlington, Virginia, helping clients achieve their goals with personalized service.
Hybrid role, $90k‑$120k salary, junior‑level financial advisor needed.
Job Description Summary
Our team is driven by the motivation to help our clients achieve their goals with professional skill and a personalized approach. As our team grows, we are seeking an Associate Advisor who shares our long‑term vision and values.
Ready to take the next step? Read on and apply below.
Job Description
Essential Duties and Responsibilities
- Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
- Be the main point of contact for assigned client needs and ensure all client concerns are addressed.
- Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
- Manage client referrals, ensuring smooth onboarding and integration into the firm.
- Conduct quarterly and annual client reviews to align financial goals
- Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
- Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
- Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
- Assist the financial advisor by note taking, handling documentation, and email management.
- Ensure that all compliance standards are met for client documentation and communication.
- Actively contribute to the firm’s ability to focus on high‑level strategy by handling administrative work related to client meetings.
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
AI tools and agents
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
L&H strongly preferred
Education/Experience Requirements
2+ years of industry experience
Case Study, LLC 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.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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 Myrjbenefits.com.
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
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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