Job DescriptionAs we grow, we are seeking a Wealth Management Associate to manage highly coveted, long-standing client relationships of the firm. The Client Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of investments, and ensure compliance with firm and regulatory policies and procedures. Additionally, you will enjoy working in a highly collaborative and positive team environment.
When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side!
Essential Duties and Responsibilities- Manage and deepen client relationships with effective communication and personalized attention in every interaction
- Support the firm's growth
- Enter trades, orders, and rebalances as requested
- Schedule, attend, and facilitate client meetings
- Manage referrals effectively
- Prepare financial reports, spreadsheets, and other materials for client meetings
- Create and maintain records and files utilizing Client Relationship Management (CRM) software
- Participate in marketing efforts including seminars and other client-facing events
- Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Knowledge, Skills, and AbilitiesKnowledge of- Company's working structure, policies, mission, and strategies
- Managed account platforms
- General office practices, procedures, and methods
- Investment concepts, practices, and procedures used in the securities industry
- Financial markets, products, and industry regulations
- Trading terminology
- Financial planning software
Skill in- Client Relationship Management (CRM) software
- Effective communication (in-person, virtual, phone, and mail)
Ability to- Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Analyze and research account information
- Handle stressful situations and provide a high level of client attention in a calm and professional manner
- Analyze problems and establish solutions in a fast-paced environment
- Use appropriate interpersonal styles and communicate effectively
- Work both independently and as part of a cohesive team
- Demonstrate competence, dependability, and responsibility
Education: Bachelor's degree
Licenses/Certifications: Series 7 & 66, or equivalent
Experience: 1 or more years of experience in a client relationship management role in the financial services industry.
Salary: $80,000 - $110,000
Benefits: Medical, Retirement + Profit Sharing, Annual Discretionary Bonus, PTO
Travel: Not Required
Blunt Wealth Management 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.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James
EducationBachelor's (Required)
Work ExperienceCertificationsSalary Range$70,304.00-$110,000.00
TravelLess than 25%
WorkstyleResident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com
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.
