Talent.com
Associate Advisor

Associate Advisor

Raymond James FinancialO Fallon, MO, US
13 days ago
Job type
  • Full-time
Job description

Job Opportunity At Mission Financial

Mission Financial is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients' livelihood and their life's work means that every workday activity and interaction requires the highest degree of ethics and professionalism. Our continued success depends on a diverse array of professionals working together toward common goals and each of us promoting a shared culture of excellence and mutual accountability.

Mission Financial is also a unique work environment that values teamwork and strategic cooperation among both its advisors, administrators, and its team. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone's unique talents. Mission Financial expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.

Our mission is twofold :

  • Successfully and profitably achieve our clients' most important financial goals.
  • Give back a portion of our company profitability and time to people in need by partnering with charitable organizations within our community.

Job Summary

The Associate Advisor will provide financial planning counsel and investment advice to existing clients, onboard new clients, and assist with efficient, quality client service. The Associate Advisor should be responsible, confident, self-motivated, respectful, function independently, and be team-oriented.

Essential Duties And Responsibilities

  • Assist with onboarding new clients including opening accounts and updating client relationship management systems.
  • Develop financial plans leveraging MoneyGuidePro financial planning software.
  • Partner with financial advisors in branch or complex to present financial plans with advisor's clients.
  • Leverage financial advisor technology resources and brand and brand utilization of the resources in the branch or complex.
  • Evaluate client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
  • Practice business development strategies, in conjunction with coaching and mentorship to prepare for developing a book of business as a financial advisor.
  • Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
  • Performs other duties and responsibilities as assigned.
  • Knowledge Of

  • Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
  • Basic principles and methods for showing, promoting, and selling products or services.
  • Fundamental investment concepts, practices and procedures used in the securities industry.
  • Financial markets and products.
  • Skill In

  • Preparing and delivering clear, effective, and professional presentations.
  • Strong communication and interpersonal skills to build relationships with clients.
  • Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.
  • Ability To

  • Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
  • Leverage technology for maximum effectiveness.
  • Accept criticism and deal calmly and effectively in high stress situations.
  • Effectively communicate portfolio losses while preserving client loyalty.
  • Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.
  • Network in the community and effectively market him or herself and Mission Financial.
  • Education / Previous Experience

  • Bachelor's degree preferred
  • Mission Financial 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
  • Work Experience

  • General Experience - 3 to 6 years
  • Certifications

  • Series 7_GS - Gen Sec Rep - 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.

    Create a job alert for this search

    Associate Advisor • O Fallon, MO, US

    Related jobs
    • Promoted
    Associate Account Merchant

    Associate Account Merchant

    CaleresSaint Louis, MO, US
    Full-time
    Join our dynamic and thriving footwear company as an Associate Account Merchant in St.Louis, MO where you'll have the opportunity to make an impact and shape the future of our renowned brands.If yo...Show moreLast updated: 29 days ago
    • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Focus Financial PartnersSaint Louis, MO, US
    Full-time
    The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.This individual will pa...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Account Strategist

    Associate Account Strategist

    GrowthAssistantSaint Louis, MO, US
    Full-time
    GrowthAssistant embeds elite offshore talent with growth-obsessed founders and marketers.We help businesses scale faster, smarter, and more affordably. In 4 years of profitable growth, we’ve s...Show moreLast updated: 3 days ago
    • Promoted
    Sales Associate

    Sales Associate

    ComotoSaint Louis, MO, US
    Part-time
    Comoto Holdings is America's largest and fastest-growing omnichannel platform in the powersports aftermarket-products industry. dedicated to advancing the experience of powersports enthusiasts acro...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Associate

    Sales Associate

    Mosquito SquadSaint Louis, MO, US
    Full-time
    We are looking for highly motivated, determined, competitive and highly personable individuals to come be the "voice" of Mosquito Squad. Your primary responsibility will be to answer inbound calls, ...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,590 to $1,739 per week in Union, MO

    Travel Physical Therapist (PT) - $1,590 to $1,739 per week in Union, MO

    AlliedTravelCareersUnion, MO, US
    Full-time
    AlliedTravelCareers is working with Host Healthcare to find a qualified Physical Therapist (PT) in Union, Missouri, 63084!. Host Healthcare is an award-winning travel healthcare company with an imme...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Edward JonesSaint Louis, MO, United States
    Full-time
    Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor - PNC Investments

    Wealth Advisor - PNC Investments

    PNCSaint Louis, MO, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Manager

    Associate Manager

    Lilly PulitzerSaint Louis, MO, US
    Full-time
    Our Brand mission is to inspire confidence and optimism, inviting everyone to shine bright and stand out.Our Brand vision statement is : "Create Your Sunshine, A Resort State of Mind".Our Brand Equi...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,303 to $1,445 per week in Union, MO

    Travel Physical Therapist (PT) - $1,303 to $1,445 per week in Union, MO

    AlliedTravelCareersUnion, MO, US
    Full-time
    AlliedTravelCareers is working with LRS Healthcare to find a qualified Physical Therapist (PT) in Union, Missouri, 63084!. Ready to start your next travel adventure? LRS Healthcare offers a full ben...Show moreLast updated: 30+ days ago
    • Promoted
    Occupational Therapist, Per Diem Mercy Lincoln

    Occupational Therapist, Per Diem Mercy Lincoln

    MercyTroy, Missouri, United States
    Part-time
    We bring to life a healing ministry through our compassionate care and exceptional service.Join us and discover why Modern Healthcare Magazine named us in its “Top 100 Places to Work.Provides patie...Show moreLast updated: 5 days ago
    • Promoted
    Restaurant Delivery - Flexible Onboarding

    Restaurant Delivery - Flexible Onboarding

    DoorDashTroy, MO, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 24 days ago
    • Promoted
    Retail Sales Associate - Spectrum

    Retail Sales Associate - Spectrum

    SPECTRUMArnold, MO, US
    Part-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and sell...Show moreLast updated: 29 days ago
    • Promoted
    Client Relationship Associate Wealth Advisory St. Louis

    Client Relationship Associate Wealth Advisory St. Louis

    CliftonLarsonAllenSaint Louis, MO, US
    Full-time
    Wealth Advisory Client Support Specialist.CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communitie...Show moreLast updated: 29 days ago
    • Promoted
    Sales Associate

    Sales Associate

    PacSunChesterfield, MO, US
    Part-time
    Join the Pacsun Community Co-created in Los Angeles, Pacsun inspires the next generation of youth, building community at the intersection of fashion, music, art and sport.Pacsun is a leading lifest...Show moreLast updated: 30+ days ago
    • Promoted
    Trade Review Associate- Annuity

    Trade Review Associate- Annuity

    Stifel FinancialSaint Louis, MO, US
    Full-time
    Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 30+ days ago
    Associate Charitable Giving Advisor

    Associate Charitable Giving Advisor

    Missouri History MuseumSt. Louis, MO, USA
    Full-time
    Quick Apply
    The Missouri Historical Society commits to a process of listening attentively to one another and leveraging best practices and resources across our organization to promote a culture of inclusion wh...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor Associate

    Financial Advisor Associate

    Ameriprise FinancialSaint Louis, MO, US
    Full-time
    Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing cli...Show moreLast updated: 30+ days ago