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

Skill in

Ability to

Licenses / Certifications

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 :

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.

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