Financial Advisor
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 a 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
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. 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.
Education
Bachelor’s: Finance
Work Experience
General Experience - 7 to 12 months
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
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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-LS1
Recommended Jobs
Manufacturing Engineering Manager
Highly regarded corporation in the greater Knoxville area is growing! They will be adding a Software Engineer to their R&D group to design control firmware and embedded systems . Prefer candidates…
Occupational Therapist Part Time - St. Johns Health
Overview: Enjoy an active lifestyle of hiking, biking, and climbing while you build your career! At Confluent Health and our family of affiliated brands, occupational therapists practice in an env…
Handyman/Home Service Technician
Are you a skilled Handyman/Home Service Technician with a passion for providing top-notch service to homeowners in the Plymouth and Canton Michigan area? We are seeking a reliable individual who embod…
Intercompany Accounting Supervisor
This will be an intercompany accounting role. Ideal candidate will be based in the Greater Columbus Ohio area with the ability to work a hybrid schedule. Also open to remote candidates in the states …
Managing Director, Digital Experience
The Managing Director, Digital Experience leads OneMagnify’s end‑to‑end Digital Experience practice, overseeing web experience, composable commerce, personalization, experimentation, and data‑powered …
Clinical Trial Associate
Sumitomo Pharma Co., Ltd., is a global pharmaceutical company based in Japan with operations in the U.S. (Sumitomo Pharma America, Inc.), focused on addressing patient needs in oncology, urology, wo…
Line Cook
Job Description Job Description Position Overview: The Line Cook is a key member of our kitchen staff, responsible for the preparation, cooking, and presentation of dishes according to the resta…
Resident Assistant (Non-Licensed Caregiver)
Position Summary : The Resident Assistant plays a vital role in helping residents with daily activities such as grooming, eating, dressing, and bathing. In this role, you will encourage residents…
Equipment Repair Technician
Job Description Job Description We are currently seeking an experienced person with technical skills to provide mechanical and/or electrical maintenance and repairs to commercial and industrial f…
Fleet Operations Coordinator
Fleet Operations Coordinator Location: Canton Township, Michigan Pay: $19–$26 per hour Work Environment On-site, hands-on fleet operations with direct client interaction. This role supp…