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Associate Advisor

Raymond James

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Location:
United States , Lexington

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

At Vine Street Private Wealth, we strive to deliver superior service and sound financial advice to our clients. As our team grows, we are seeking an Associate Advisor who aligns with our values: collaboration, transparency, innovation, and commitment. Additionally, the ideal candidate has a positive attitude, a strong work ethic, and experience in client relationship management.

Job Responsibility:

  • 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
  • Actively engage in community networking events

Requirements:

  • Knowledge of Company’s working structure, policies, mission, and strategies
  • Knowledge of Managed account platforms
  • Knowledge of General office practices, procedures, and methods
  • Knowledge of Investment concepts, practices, and procedures used in the securities industry
  • Knowledge of Financial markets, products, and industry regulations
  • Knowledge of Trading terminology
  • Knowledge of Financial planning software
  • Skill in Client Relationship Management (CRM) software
  • Skill in Microsoft Office Suite
  • Skill in 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
  • Ability to Analyze and research account information
  • Ability to Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Ability to Analyze problems and establish solutions in a fast-paced environment
  • Ability to Use appropriate interpersonal styles and communicate effectively
  • Ability to Work both independently and as part of a cohesive team
  • Ability to Demonstrate competence, dependability, and responsibility
  • Licenses/Certifications: SIE
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • Education: Bachelor’s (Required)
  • Work Experience: General Experience - 13 months to 3 years
  • Certifications: s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Additional Information:

Job Posted:
March 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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