Financial Advisor

About the role

The Financial Advisor I delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing segmented client accounts, ensuring timely and professional communication. Provide proactive support to address client inquiries, resolve issues, and maintain high satisfaction levels. Proactively seek new client relationships for wealth enhancement and financial planning services. Promote established investment models and strategies that are suitable for targeted clients. Embrace a team approach, as well as communicate and collaborate with other advisors and staff. Work closely with senior advisors and operations team members to deliver consistent client experiences and identify opportunities for enhanced service. Responsible for meeting or exceeding service-level and production-based goals related to client retention, acquisition, satisfaction, and account management.

Responsibilities

• Serve as the primary point of contact for existing segmented client accounts, ensuring timely and professional communication.
• Proactively seek new client relationships for wealth enhancement and financial planning services.
• Promote established investment models and strategies that are suitable for targeted clients.
• Embrace a team approach, as well as communicate and collaborate with other advisors and staff.
• Work closely with senior advisors and operations team members to deliver consistent client experiences and identify opportunities for enhanced service.
• Responsible for meeting or exceeding service-level and production-based goals related to client retention, acquisition, satisfaction, and account management.

Requirements

• Fully licensed or 3 years of financial planning and/or investment advisory experience preferred.
• Active Series 7 and 66 licenses.
• Current Life & Health Insurance Licenses.
• Clean U-4 and U-5 history.
• Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred.
• Experience with servicing high net worth clients.
• Proficiency with Microsoft Office and other standard software applications.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Experience with relationship management and business development with exceptional follow-up skills.
• Attention to detail, critical thinker and problem-solving skills.
• High standards for integrity, honesty, professionalism, and work ethic.
• Commitment to service excellence.
• Maintain confidentiality discretion.
• Able to interact with customers and employees in a friendly and professional manner.
• Able to effectively work in collaboration with others to achieve business objectives.
• Willing to grow and be challenged.

Qualifications

• Bachelor's degree.
• Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred.

Skills

• Financial Planning.
• Investment Advisory.
• Client Relationship Management.
• Team Collaboration.
• Communication Skills.
• Problem Solving.
• Customer Service.

Benefits

• Comprehensive benefits package including ATO, personal days, sick time, short-term disability for 100% pay, and more.
• Employee Assistance Program and Employee Care Fund.
• Peer-nominated award ceremonies and digital rewards platform.
• “Grow With Us” opportunities such as School Bank, Banker Academy Program, and Employee Stock Purchase program.
• Development through mentorships, workshops, banking schools, and certifications.

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time position with flexible hours to accommodate client needs.