Associate Advisor

Raymond James Financial Services • Saint Peters, MO

270d

About The Position

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.

Requirements

• Bachelor's degree preferred.
• General Experience - 3 to 6 years.
• Series 7_GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA).

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree