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-$70000.00

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. 

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