Financial Advisor

Financial Advisor

We are seeking a Financial Advisor to join our team who has a shared vision of clients being our main priority. The successful candidate must be responsible, confident, self-motivated and a team player.

The Financial Advisor is responsible for entering client trades, servicing client requests, and ensuring client records are up to date and accurate. The candidate must love to interact with clients. This is a supportive team environment which promotes personal career growth. Drawing on previous experience in a financial services firm, or upon a degree / diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills.

Essential Duties And Responsibilities

• Foster and support client relationships by liaising with clients, responding to requests and proactively problem solving
• Support clients' general day-to-day administrative and trade requests in a timely and confidential manner
• Be responsible for and support the team with paperwork, manage back-office correspondence, and handle the account opening process for new clients
• Ensure all paperwork is completed correctly and in adherence with regulatory requirements
• Support the branch's growth of the overall business
• Be responsible for all cash management and money movement within practice
• Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content
• Enter trades as requested
• Process and follow up on security transactions and transfers
• Handle incoming and outgoing phone calls with clients
• Schedule appointments, meeting preparation and follow-up
• Be willing to grow and take courses as required for regulatory purposes
• Other duties as assigned

Knowledge Of

Skill In

Ability To

Education / Previous Experience

Licenses / Certifications

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.