Associate Financial Advisor

Job Description At Scheff and Liddell Wealth Group, we believe experience matters, in both depth and variety. We operate as a well-coordinated team to stay sharp and deliver on the highest level of customer service for our clients. As such, we are thrilled to be adding a Junior Financial Advisor to our team. The Advisor will begin by providing outstanding service to existing clients while representing the Scheff and Liddell brand. From there, the Advisor will learn to develop and foster new relationships. Responsibilities: Manage and develop important client relationships with guidance from senior colleagues. Clients are likely to include business owners, executives, retirees, and families. Develop a personal network and represent the organization at community events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services. Support the branch’s growth of the overall business Enter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Enter trades as requested. Participate in continuing education and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and daily news. Ensure all paperwork is completed correctly and in adherence with regulatory requirements Schedule appointments, meeting preparation and follow-up Knowledge of Economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data. Company’s working structure, policies, mission, strategies, and compliance guidelines. Skill in Microsoft Office, particularly Word, Excel, PowerPoint & Outlook Verbal and written communication with a high level of professionalism Organization with meticulous attention to detail LinkedIn, Facebook & Twitter; Interpersonal communication and customer service Problem solving Preparing and delivering clear, effective, and professional presentations. Ability to Prioritize, multitask, work within time constraints and follow-up Work within deadlines in a high-volume, pressure-oriented environment Manage multiple deadlines and tasks Work independently with minimal direction Work in a team environment and demonstrate a professional and friendly manner Display flexibility and willingness to assist others as required. Scheff Liddell Wealth Group 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 Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $60,405.80-$70,000.00 Travel Less than 25% Workstyle Resident 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. #LI-LS1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Salary : $60,406 - $70,000