Essential Duties and Responsibilities
Manage and deepen client relationships with effective communication and personalized attention in every interaction
Support the firm's growth
Enter trades, orders, and rebalances as requested
Schedule, attend, and facilitate client meetings
Create and maintain records and files utilizing CRM software
Manage referrals effectively
Prepare financial reports, spreadsheets, and other materials for client meetings
Participate in marketing efforts including seminars and other client-facing events
Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Knowledge of
Company's working structure, policies, mission, and strategies
Managed account platforms
General office practices, procedures, and methods
Investment concepts, practices, and procedures used in the securities industry
Financial markets, products and industry regulations
Trading terminology
Financial planning software
Skill in
Client Relationship Management (CRM) software
Microsoft Office Suite
Effective communication (in-person, virtual, phone, and mail)
Ability to
Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
Analyze and research account information
Handle stressful situations and provide a high level of client attention in a calm and professional manner
Analyze problems and establish solutions in a fast-paced environment
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a cohesive team
Demonstrate competence, dependability, and responsibility
Licenses/Certifications
Paramount Wealth Management 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.
