Financial Advisor

Raymond James

Remote
Fully remote
Client relationship management
Financial review process
Trade execution
Raymond James is seeking a remote Financial Advisor to join its client-focused team at Paramount Wealth Management. The ideal candidate will be experienced in client relationship management and possess relevant financial certifications, while also demonstrating a positive attitude and a commitment to professional growth

Job Summary

  • The Financial Advisor fosters and deepens client relationships throughout the financial review process.
  • Essential duties include managing and deepening client relationships, supporting firm growth, entering trades, and preparing financial reports.
  • The role requires active engagement in training and educational opportunities to stay current on firm and industry policies.

Matching Summary

Match Score: 85

Raymond James is seeking a remote Financial Advisor to join its client-focused team at Paramount Wealth Management. The ideal candidate will be experienced in client relationship management and possess relevant financial certifications, while also demonstrating a positive attitude and a commitment to professional growth.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial review process
  • Trade execution
  • Financial report preparation

Nice-to-have

  • Client-focused team
  • Positive attitude
  • Service-oriented
  • Coachable

Key Requirements

  • SIE, Series 7, Series 63, 65 and/or 66 licenses
  • Bachelor's degree in Finance
  • 7 to 12 months of general experience

Work Rights

Not specified

Tailored Resume

Cover Letter