Associate Financial Advisor

Job DescriptionAt Scheff and Liddell Wealth Group, we believe experience matters, in both depth and variety. We operate as a well-coordinated team to stay sharp and deliver on the highest level of customer service for our clients. As such, we are thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing outstanding service to existing clients while representing the Scheff and Liddell brand. From there, the Advisor will learn to develop and foster new relationships.ResponsibilitiesManage and develop important client relationships with guidance from senior colleagues. Clients are likely to include business owners, executives, retirees, and families.Develop a personal network and represent the organization at community events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.Support the branch's growth of the overall businessEnter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Enter trades as requested.Participate in continuing education and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and daily news.Ensure all paperwork is completed correctly and in adherence with regulatory requirementsSchedule appointments, meeting preparation and follow-upKnowledge ofEconomic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.Company's working structure, policies, mission, strategies, and compliance guidelines.Skill inMicrosoft Office, particularly Word, Excel, PowerPoint & OutlookVerbal and written communication with a high level of professionalismOrganization with meticulous attention to detailLinkedIn, Facebook & Twitter;Interpersonal communication and customer serviceProblem solvingPreparing and delivering clear, effective, and professional presentations.Ability toPrioritize, multitask, work within time constraints and follow-upWork within deadlines in a high-volume, pressure-oriented environmentManage multiple deadlines and tasksWork independently with minimal directionWork in a team environment and demonstrate a professional and friendly mannerDisplay flexibility and willingness to assist others as required.Scheff Liddell Wealth Group and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.EducationWork ExperienceGeneral Experience - 3 to 6 yearsCertificationsSecurities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Salary Range$60,405.80-$70,000.00TravelLess than 25%WorkstyleResidentAt 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 firmAt Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Created: 2025-03-27