Associate Advisor

Job Description Summary

Job Description

About Us:

Mission is more than just our name. It's our purpose. Mission Financial is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every workday activity and interaction requires the highest degree of ethics and professionalism. Our continued success depends on a diverse array of professionals working together toward common goals and each of us promoting a shared culture of excellence and mutual accountability.

Mission Financial is also a unique work environment that values teamwork and strategic cooperation among both its advisors, administrators, and its team. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. Mission Financial expects all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.

Our Mission is twofold:     

1) Successfully and profitably achieve our clients' Most Important Financial Goals.

2) Give back a portion of our company profitability and time to people in need by partnering with charitable organizations within our community.

Job Summary

The Associate Advisor will provide financial planning counsel and investment advice to existing clients, onboard new clients, and assist with efficient, quality client service. The Associate Advisor should be responsible, confident, self-motivated, respectful, function independently, and be team-oriented.

Essential Duties and Responsibilities

• Assist with onboarding new clients including opening accounts and updating Client Relationship Management systems.

• Develop financial plans leveraging MoneyGuidePro financial planning software.

• Partner with Financial Advisors in branch or complex to present financial plans with advisor's clients.

• Leverage financial advisor technology resources and brand and brand utilization of the resources in the branch or complex.

• Evaluate client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.

• Practice business development strategies, in conjunction with coaching and mentorship to prepare for developing a book of business as a Financial Advisor.

• Seeks expertise of internal resources to identify investment opportunities and solutions for clients.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.

• Basic principles and methods for showing, promoting, and selling products or services.

• Fundamental investment concepts, practices and procedures used in the securities industry.

• Financial markets and products.

Skill in

• Preparing and delivering clear, effective, and professional presentations.

• Strong communication and interpersonal skills to build relationships with clients.

• Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.

Ability to

• Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.

• Leverage technology for maximum effectiveness

• Accept criticism and deal calmly and effectively in high stress situations.

• Effectively communicate portfolio losses while preserving client loyalty.

• Provide a high level of client service with a strong focus remaining on what’s best for their personal wealth management.

• Network in the community and effectively market him or herself and Mission Financial.

Education/Previous Experience

• Bachelor’s degree preferred

Mission Financial 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

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.