About this opportunity
Raymond James Financial lists this Registered Associate & Paraplanner opportunity in scottsdale, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Registered Client Associate & ParaplannerOur team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking a Registered Client Associate & Paraplanner who shares our long-term vision and values. The ideal candidate is strong in administration, detail-oriented, and is proficient in following standard operating procedures. Experience in financial planning and prep is a plus! You deserve to work with the best, and you can expect it at Key Wealth. Read on and apply below.Essential Duties and ResponsibilitiesDaily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.Open new client accounts, process money movement, and research information as neededCreates and maintains records and files utilizing Client Relationship Management (CRM) software.Collects and enters data into financial plansActively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.Performs other duties and responsibilities as assigned.Knowledge, Skills, and AbilitiesKnowledge ofCompany's working structure, policies, mission, and strategies.General office practices, procedures, and methods.Financial planning softwareSkill inClient Relationship Management (CRM) software, or similar contact management software.Microsoft Office 365 applicationsEffective communication across multiple client platforms (in-person, virtual, phone and mail)Ability toOperate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.Analyze and research account information.Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.Identify time sensitive items and assess competing priorities.Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.Provide a high level of customer service in a calm, professional manner.Use mathematics sufficient to process account and transaction information.Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.Work both independently and as part of a cohesive team.Provide a high level of customer service.Licenses/ Certifications: SIE, Series 7, 63, or equivalentExperience: 3+ years of industry experienceWorkstyle: OnsiteTravel: None requiredBenefits: Medical, Retirement + Match, Life Insurance, PTO + Market HolidaysKey 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.PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.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 sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute 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.
Worksite address
scottsdale, AZ, 85251, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.