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Registered Junior Financial Advisor

Company: Monroe Financial Group - Raymond James Financial S
Location: Columbia
Posted on: November 11, 2019

Job Description:

Position Summary At Monroe Financial Group, we commit our energies, intellect and experience in helping attain the financial goals of our clients by providing the highest level of service and delivering high-quality investment alternatives. As a Junior Financial Advisor, you will acquire and deepen relationships with clients by providing comprehensive financial planning and advice to assist individuals and families pursue their financial goals. Working as a team member within our group, our advisors interact one-on-one with our clients and develop individually tailored financial plans comprised of personalized investment products and services. Advisors provide ongoing assistance by offering services to help clients accumulate wealth and safeguard their assets. Monroe Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA / SIPC.
Job Duties and Responsibilities --- Evaluate clients' financial needs, current holdings and available investment capital to assist them in identifying their investment objectives --- Monitor client portfolios and make recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives --- Analyze, draft and implement comprehensive financial and investment plans to meet client objectives --- Identify and develop new business through existing and potential clients --- Enter unsolicited trades--- Research client and security information through the back-office system--- Stay current and informed of new investment products and market trends --- Participate in training and development to continually improve the ability to provide the best advice and service for clients --- Perform other duties and responsibilities as required
Knowledge/Requirements --- 1-3 years of prior sales experience in the business industry --- Knowledge of economic and accounting principles, practices and the financial markets --- Bachelor's degree strongly preferred; Master's degree or other related professional certification a plus --- Series 7 --- Series 66 or equivalent --- Life, Health and Variable Annuity license or ability to obtain within three (3) months --- Clean CRD/U4 record --- Knowledge of technology and software planning tools to analyze and report financial data --- MS Excel, Word and Outlook proficiency to read, interpret and send documents
Job Skills --- Prepare and deliver clear, effective and professional presentations --- Effective listening and questioning techniques to identify clients' needs --- Use mathematics sufficiently to analyze numerical data, ratios among percentages and rates-of-change in trend analysis --- Productive networking and prospecting in the community --- Verbal communication skills to communicate ideas and thoughts in a clear, professional manner --- Operate standard office equipment and use required software applications to produce correspondence and electronic communications --- Leadership and training skills to direct work of administrative employees as applicable --- Demonstrate excellent work ethic

Keywords: Monroe Financial Group - Raymond James Financial S, Columbia , Registered Junior Financial Advisor, Accounting, Auditing , Columbia, South Carolina

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