Associate Advisor

Raymond James

Remote
Remote
Client relationship management
Financial advice delivery
Trade execution and rebalancing
Raymond James is seeking an Associate Advisor for its Vine Street Private Wealth team, focusing on delivering exceptional client service and financial advice. The ideal candidate should possess a strong work ethic, experience in client relationship management, and relevant financial certifications

Job Summary

  • Manage and deepen client relationships with effective communication and personalized attention in every interaction.
  • Enter trades, orders, and rebalances as requested and prepare financial reports, spreadsheets, and other materials for client meetings.
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Matching Summary

Match Score: 85

Raymond James is seeking an Associate Advisor for its Vine Street Private Wealth team, focusing on delivering exceptional client service and financial advice. The ideal candidate should possess a strong work ethic, experience in client relationship management, and relevant financial certifications.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial advice delivery
  • Trade execution and rebalancing
  • Financial report preparation
  • Client meeting facilitation

Nice-to-have

  • Collaboration and innovation
  • Positive attitude and strong work ethic
  • Community networking engagement
  • Continuous professional development

Key Requirements

  • Bachelor's degree required
  • 13 months to 3 years of experience
  • SIE, Series 7, Series 63, 65 and/or 66 licenses
  • Familiarity with Microsoft Office Suite
  • Proficiency in CRM software

Work Rights

Not specified

Tailored Resume

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