Financial Advisor
2 weeks ago
At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client-focused team who are dedicated to serving others. We are seeking a Financial Advisor who shares our vision and values. The Financial Advisor fosters and deepens client relationships throughout the financial review process. The ideal candidate is competent, service-oriented, coachable, and has a positive attitude
Ready to live inspired? Apply below to take the next step.
Job Description
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
- 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
- Client Relationship Management (CRM) software
- Microsoft Office Suite
- Effective communication (in-person, virtual, phone, and mail)
- 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
- 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.
Education
Bachelor's: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
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.
#LI-LS1
-
Business Support Advisor I
2 days ago
Jackson, MI, United States Abacus Full timeDepartment: 122506 : EPM Gen Transf Expense Job Category: Professional - Other Job Code: Business Support Advisor I:Business Support Advisor I Job Title: Business Support Advisor I Keywords: Number of Positions: 2 Remaining Positions: 2 Duties: Maintain, monitor, and help integrate multiple project plans, project schedules, work hours, budgets and...
-
Business Support Advisor I
3 days ago
Jackson, MI, United States ICONMA Full timeOur Client, a Energy Services company, is looking for a Business Support Advisor I for their Jackson, MI location. Responsibilities: Maintain, monitor, and help integrate multiple project plans, project schedules, work hours, budgets and expenditures Evaluate and support business unit's input in the design of financial and business planning data, processes,...
-
Business Support Advisor I
4 days ago
Jackson, MI, United States ICONMA Full timeOur Client, a Energy Services company, is looking for a Business Support Advisor I for their Jackson, MI location. Responsibilities: Maintain, monitor, and help integrate multiple project plans, project schedules, work hours, budgets and expenditures Evaluate and support business unit's input in the design of financial and business planning data, processes,...
-
Client Relationship Associate
2 days ago
Jackson, MI, United States Raymond James Financial Services Full timeJob Description Summary At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client-focused team who are dedicated to serving others. We are seeking a Client Relationship Associate who shares our vision and values. The Client Relationship Associate fosters and deepens client relationships as well as providing operations...
-
Client Relationship Associate
7 hours ago
Jackson, MI, United States Raymond James Financial Services Full timeJob Description Summary At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client-focused team who are dedicated to serving others. We are seeking a Client Relationship Associate who shares our vision and values. The Client Relationship Associate fosters and deepens client relationships as well as providing operations...
-
Cardiology Physician
2 days ago
Jackson, MI, United States Junxion Med Staffing Full timeSummary: Junxion Med Staffing is looking for a Cardiology Physician to take an assignment in Jackson, Michigan. This assignment lasts 13.14 WEEKS and is scheduled to start on January 5, 2026. If you don't like the start date, pay, or shift, then let's talk. Give us a call opt 1 Job Details: Shift: Variable Rotating Total Weekly Hours: 36 Certifications:...
-
Cardiology Physician
6 days ago
Jackson, MI, United States Junxion Med Staffing Full timeSummary: Junxion Med Staffing is looking for a Cardiology Physician to take an assignment in Jackson, Michigan. This assignment lasts 13.14 WEEKS and is scheduled to start on December 29, 2025. If you don't like the start date, pay, or shift, then let's talk. Give us a call opt 1 Job Details: Shift: Variable Rotating Total Weekly Hours: 36...
-
Cardiology Physician
4 days ago
Jackson, MI, United States Junxion Med Staffing Full timeSummary: Junxion Med Staffing is looking for a Cardiology Physician to take an assignment in Jackson, Michigan. This assignment lasts 13.14 WEEKS and is scheduled to start on January 5, 2026. If you don't like the start date, pay, or shift, then let's talk. Give us a call opt 1 Job Details: Shift: Variable Rotating Total Weekly Hours: 36 Certifications:...
-
Cardiology Physician
4 days ago
Jackson, MI, United States Junxion Med Staffing Full timeSummary: Junxion Med Staffing is looking for a Cardiology Physician to take an assignment in Jackson, Michigan. This assignment lasts 13.14 WEEKS and is scheduled to start on January 5, 2026. If you don't like the start date, pay, or shift, then let's talk. Give us a call opt 1 Job Details: Shift: Variable Rotating Total Weekly Hours: 36 Certifications:...
-
Cardiology Physician
4 days ago
Jackson, MI, United States Junxion Med Staffing Full timeSummary: Junxion Med Staffing is looking for a Cardiology Physician to take an assignment in Jackson, Michigan. This assignment lasts 13.14 WEEKS and is scheduled to start on January 5, 2026. If you don't like the start date, pay, or shift, then let's talk. Give us a call opt 1 Job Details: Shift: Variable Rotating Total Weekly Hours: 36 Certifications:...
