Financial Advisor

Raymond James

Client relationship management
Financial planning software
Effective communication skills
At Paramount Wealth Management, we believe life is too short to not live inspired

Job Summary

  • At Paramount Wealth Management, we believe life is too short to not live inspired.
  • The Financial Advisor fosters and deepens client relationships throughout the financial review process.
  • We expect our associates at all levels to grow professionally and inspire others to do the same.

Matching Summary

At Paramount Wealth Management, we believe life is too short to not live inspired.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning software
  • Effective communication skills
  • CRM software proficiency

Nice-to-have

  • Coachable and positive attitude
  • Engagement in professional development
  • Participation in marketing efforts

Key Requirements

  • Bachelor’s degree in Finance
  • 7 to 12 months of general experience
  • Securities Industry Essentials Exam (SIE) certification
  • Series 7 and Series 63, 65 and/or 66 as required by state

Work Rights

Not specified

Tailored Resume

Cover Letter