Raymond James
An Associate Financial Advisor at Paramount Wealth Management builds and maintains deep client relationships by managing accounts, processing transactions, and delivering tailored financial planning services. The role involves executing trades, researching investment options, preparing client reports, and facilitating meetings through proactive communication. This position requires a strong background in securities industry practices and the ability to support firm growth through effective client service and marketing efforts.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
5% above the average for this role