• Financial Advisor

    Raymond James Financial, Inc. (Jackson, MI)


    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._