Associate Financial Advisor

At Paramount Wealth Management, we believe life is too short to not live inspired. We are a client-focused team who are dedicated to serving others. We are seeking an Associate Financial Advisor who shares our vision and values. The Financial Advisor fosters and deepens client relationships throughout the financial review process. The ideal candidate is competent, service-oriented, coachable, and has a positive attitude!

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; Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients; Open new client accounts, process money movement, and research information as needed; 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

Requirements

Bachelor’s degree; SIE; Series 7; Series 63, 65 and/or 66 as required by state; Knowledge of managed account platforms; Knowledge of investment concepts, practices, and procedures used in the securities industry; Knowledge of financial markets, products and industry regulations; Knowledge of trading terminology; Knowledge of financial planning software; Skill in Client Relationship Management (CRM) software; Skill in Microsoft Office Suite; Skill in effective communication (in-person, virtual, phone, and mail); Ability to use software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases; Ability to analyze and research account information; Ability to handle stressful situations and provide a high level of client attention in a calm and professional manner; Ability to analyze problems and establish solutions in a fast-paced environment; Ability to work both independently and as part of a cohesive team; Ability to demonstrate competence, dependability, and responsibility

Nice to have

1+ years of experience in the financial services industry strongly preferred, particularly in a relationship management role; competent; service-oriented; coachable; positive attitude

Benefits

Medical; Dental; Vision; Life insurance; Critical illness insurance and accident insurance; Disability benefits; Retirement savings; Paid time off (vacation, holidays, sick leave); Parental leave; PTO