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Associate Financial Advisor position at Paramount Wealth Management in Jackson, Michigan.
Manage client relationships, execute trades, and maintain CRM records while supporting firm growth.
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.
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
Experience
1+ years of experience in the financial services industry strongly preferred, particularly in a relationship management role
Benefits:
Benefits: Medical, Retirement + Match, PTO
Travel: Not Required
Legal Note
Paramount Wealth Management 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 a 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
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-LS1
Education
Bachelor’s (Required)
Workstyle
Resident
Compensation
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.
Raymond James guiding behaviors
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.
Associates expectations
- • 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
People-first culture
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.