Client Advisor

Job Description

Who is Evans Wealth Strategies (EWS)?

We are the team that takes care of the financial planning and investment needs of people who are serious about their long-term goals. Our tagline is “working to bring you financial happiness.� We take what we do very seriously, but we don't take ourselves very seriously. Our team works collaboratively to put the needs of clients first. We are currently on Forbes Best-In-State Wealth Advisors* and Top Women's, Best-In-State Wealth Advisors**.

This position serves as the trusted primary contact for all assigned relationships. The Client Associate assists the Senior Advisory Team by developing recommendations, conducting investment research, analyzing portfolios, and preparing for client meetings. This role is ultimately responsible for all aspects of the relationship to ensure complete client satisfaction and retention.

Job Responsibilities:

• Build and retain relationships with assigned clients.

• Assist Senior Advisors in monitoring, scheduling, and completing all assigned client services, both proactive and reactive, according to the company's established procedures.

• Attend client meetings with thorough preparation and active participation. Take detailed notes and ensure timely follow-ups with the Senior Advisor and Operations Team.

• Generate performance reports and update client financial data as necessary.

• Master financial software and planning tools, capturing all conversations and profile information in Salesforce.

• Assist with portfolio management, research, analysis and trades.

• Prepare reports/presentations as needed by advisors.

• Manage cash activity and money movement for client cash reserve accounts.

• Acts as a relationship liaison between the Senior Advisor(s) and clients.

• Maintains a professional appearance, a positive attitude, and a high level of attention to detail.

Skills and Qualifications:

• 1 years of financial industry experience

• Professional and mature communication style

• Proficient with technology and financial planning software

• Active listening

• Warm, friendly, and positive communication

Education and Licenses:

• Bachelor's degree preferred

• SIE and Series 7 preferred

Benefits:

• Profit sharing eligibility

• 401k retirement program with company match

• Health and dental care insurance

• Tuition reimbursement

• An incredibly funny, talented, supportive, and dedicated team to work alongside

Evans Wealth Strategies 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.

• Forbes Top Wealth Advisors Best-in-State (2024) The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
  

**2024 Forbes Top Best-in-State Women Wealth Advisors The Forbes ranking of America's Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.

Education

Work Experience

Certifications

Travel

Workstyle

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.