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Job Snapshot
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Employee Type:
Full-Time -
Location:
Lansing, MI -
Experience:
Not Specified -
Date Posted:
11/5/2024
Job Description
Job Summary:
The Financial Advisor will provide outstanding service to their clients, representing the Raymond James brand. An Advisor should function in a responsible manner independently. As a key member of the team, your contributions are important to the success of the client relationships, and to the success of the Branch as a whole. The Financial Advisor is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is 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. The successful candidate must also be responsible, confident, self-motivated and a team player.
Essential Duties and Responsibilities:
%26middot; Foster and support client relationships by liaising with clients, responding to requests and proactively problem solving;
%26middot; Support clients general day-to-day administrative and trade requests in a timely and confidential manner;
%26middot; Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
%26middot; Ensure all paperwork is completed correctly and in adherence with regulatory requirements;
%26middot; Support the branchs growth of the overall business;
%26middot; Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases and redemptions of cash equivalents;
%26middot; Assist with all marketing initiatives including social media (X, LinkedIn), and website content;
%26middot; Enter trades as requested;
%26middot; Process and follow up on security transactions and transfers;
%26middot; Handle incoming and outgoing phone calls with clients;
%26middot; Respond to requests for information;
%26middot; Be involved in preparing and reviewing daily reports, client correspondence and taking ownership of project work;
%26middot; Foster and support client relationships;
%26middot; Schedule appointments, meeting preparation and follow-up;
%26middot; Be willing to grow and take courses as required for regulatory purposes; and
%26middot; Other duties as assigned.
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
%26middot Economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
%26middot Company%26rsquos working structure, policies, mission, strategies, and compliance guidelines.
Skill in:
%26middot Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
%26middot Preparing and delivering clear, effective, and professional presentations.
%26middot Identifying the needs of customers through effective questioning and listening techniques.
%26middot Microsoft Office, particularly Word, Excel, PowerPoint %26amp Outlook
%26middot Verbal and written communication with a high level of professionalism
%26middot Organization with meticulous attention to detail
%26middot LinkedIn, Facebook %26amp X
%26middot Interpersonal communication and customer service and
%26middot Problem solving.
Ability to:
%26middot Prioritize, multitask, work within time constraints and follow-up
%26middot Work within deadlines in a high-volume, pressure-oriented environment
%26middot Manage multiple deadlines and tasks
%26middot Work independently with minimal direction
%26middot Work in a team environment and demonstrate a professional and friendly manner and
%26middot Display flexibility and willingness to assist others as required.
Educational/Previous Experience Requirements:
%26middot Bachelor%26rsquos degree from four-year college or university preferred, and a minimum of two (2) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
%26middot OR ~
%26middot An equivalent combination of experience, education, and/or training.
Licenses/Certifications:
%26middot SIE
%26middot Series 7 %26amp 66
%26middot Life, Health and Variable Annuity
%26middot OR ~ Ability to pass all required licenses within allotted timeframe
Raymond James Financial Services / Kent Ballard and its employees are independent contractors with respect to Raymond James not employees of Raymond James. The term %26ldquoRaymond James%26rdquo includes, but is not limited to Raymond James Financial Services, Inc. (%26ldquoRJFS%26rdquo) and Raymond James Financial Services Advisors. Inc. (%26ldquoRJFSA%26rdquo) as affiliates.
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
