Raymond James · 1 week ago
Financial Advisor
Jackson, MI
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a client-focused team dedicated to serving others, and they are seeking a Financial Advisor who shares their vision and values. The Financial Advisor will manage and deepen client relationships, support the firm's growth, and prepare financial reports while engaging in professional development opportunities.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Qualification
Required
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
Knowledge of managed account platforms
Knowledge of general office practices, procedures, and methods
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 familiarize with 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 use appropriate interpersonal styles and communicate effectively
Ability to work both independently and as part of a cohesive team
Ability to demonstrate competence, dependability, and responsibility
Licenses/Certifications: SIE
Licenses/Certifications: Series 7
Licenses/Certifications: Series 63, 65 and/or 66 as required by state
Education: Bachelor's in Finance
General Experience: 7 to 12 months
Certifications: Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel: Less than 25%
Workstyle: Resident
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase