Raymond James & Associates, Inc., Research Division

Associate Advisor

Raymond James & Associates, Inc., Research Division(1 month ago)

Lexington, KYOnsiteFull TimeJunior$64,228 - $85,761 (estimated)Wealth Management
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About this role

An Associate Advisor at Vine Street Private Wealth supports the advisory team and helps deliver superior financial advice and service to clients. The position emphasizes alignment with the firm’s values—collaboration, transparency, innovation—and a client-first mindset. Ideal candidates bring a positive attitude, strong work ethic, and prior client relationship experience.

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Required Skills

  • Client Relationship
  • Trading
  • CRM Software
  • Microsoft Office
  • Financial Analysis
  • Reporting
  • Communication
  • Networking
  • Financial Planning

Qualifications

  • Bachelor's Degree
  • SIE
  • Series 7
  • Series 63
  • Series 65
  • Series 66

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