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Associate Financial Advisor

at Raymond James

GraduateNo visa sponsorshipOther

Posted 20 hours ago

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Not specified

Currency: Not specified

City

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Country

United States

Associate Financial Advisor role requires assisting senior advisors in financial planning, investment management, and client relations. Tasks include preparing financial reports, researching investment options, and collaborating with portfolio managers. Essential skills comprise understanding of financial markets and investment products, proficiency in Microsoft Office Suite and CRM platforms, and excellent communication skills. Candidates should have a bachelor's degree in finance or a related field, plus at least one year of relevant experience. Familiarity with Morningstar Direct and DST Systems is beneficial.