Job Description Summary

Relationship driven. Planning focused. Elevated Wealth Management is a team driven by the motivation to help our clients achieve their goals. Our team is growing, and as such we are seeking an Associate Advisor who shares our vision and values.

The Associate Advisor is an integral part of our team. The ideal candidate has a servant heart and teacher mentality. Additionally, they are registered, have strong client relationship management skills, and thrive in a team-oriented environment.

Ready to take the next step? Read on and apply below.

Job Description

Essential Duties and Responsibilities

• Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.

• Be the main point of contact for assigned client needs and ensure all client concerns are addressed.

• Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.

• Manage client referrals, ensuring smooth onboarding and integration into the firm.

• Conduct quarterly and annual client reviews to align financial goals

• Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
• Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
• Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
• Assist the financial advisor by taking notes during client meetings, providing key insights, and handling documentation.
• Ensure that all compliance standards are met for client documentation and communication.
• Actively contribute to the firm’s ability to focus on high-level strategy by handling administrative work related to client meetings.

Knowledge, Skills, and Abilities

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

• SIE

• Series 7

• Series 63, 65 and/or 66 as required by state

Elevated 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.

Education

Bachelor’s (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

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

At 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. 

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