Raymond James & Associates, Inc., Research Division

Financial Advisor

Raymond James & Associates, Inc., Research Division(5 months ago)

Jackson, MI, United StatesOnsiteFull TimeJunior$38,871 - $53,157 (estimated)Wealth Management
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About this role

A Financial Advisor at Paramount Wealth Management joins a client-focused team dedicated to serving others and supporting the firm’s vision. The role centers on fostering and deepening client relationships through ongoing financial reviews and contributing to the firm’s growth. The ideal candidate is service-oriented, coachable, and brings a positive attitude.

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Required Skills

  • CRM
  • Microsoft Office
  • Communication
  • Trading
  • Excel
  • Financial Planning
  • Reporting
  • Client Meetings

Qualifications

  • Bachelor's in Finance
  • SIE
  • Series 7
  • Series 63
  • Series 65
  • Series 66

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