Junior Financial Advisor Job at NXTGEN Recruitment (Norwich)

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
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 Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...

Location

United States , Rochester

Salary:

45000.00 - 90000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
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 Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Winston Salem

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
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 Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Cottonwood Heights

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
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 Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Boca Raton

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
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 Advanced investment concepts, practices and procedures used in the securities industry
Knowledge of Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Winter Haven

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
Knowledge of: Company’s working structure, policies, mission, and strategies
Managed account platforms
General office practices, procedures, and methods
Advanced investment concepts, practices and procedures used in the securities industry
Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Senior Registered Client Service Associate

Supports Financial advisors and their prospective and existing clients and other...

Location

United States , Stuart

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7 required
Series 63, 65 and/or 66 as required by state
Ability to obtain additional securities and advisory state registrations if required by state
Knowledge of: Company’s working structure, policies, mission, and strategies
Managed account platforms
General office practices, procedures, and methods
Advanced investment concepts, practices and procedures used in the securities industry
Financial markets, products and industry regulations

Job Responsibility

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring
Trading of both discretionary and non-discretionary products, model maintenance and performance tracking
Servicing of alternative investments and foreign accounts, including setup and maintenance
May participate in live meetings with the Financial Advisor and their respective client(s)
Manages budgeting and tracking of Financial Advisor expenses
Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team’s performance
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies
Ensures key client information and documentation is current with firm and industry requirements, rules and regulations
Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office

Fulltime

Junior Financial Adviser

In this Financial Adviser role you will be responsible for providing strategic h...

Location

Australia , Brisbane

Salary:

90000.00 - 120000.00 AUD / Year

Randstad

Expiration Date

March 21, 2026

Requirements

1 - 2 years experience working as a Financial Adviser (AR)
Strong strategic and business mindset
Ability to build strong relationships with clients
Great understanding of compliance frameworks in the advice industry
FASEA education requirements
Degree aligned with education requirements
Bachelor Degree

Job Responsibility

Providing strategic holistic advice to both new and existing clients
Building strong relationships with Accounting firms and Mortgage Brokers as referral partners
Preparing plans
Developing the client base and building strong client relationships

What we offer

Attractive salary package
Opportunity to work in a successful and fun business
Great career development opportunities
Fun social events

Junior Financial Advisor

NXTGEN Recruitment

Location:
United Kingdom , Norwich

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 22, 2026

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United Kingdom , Norwich

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March 22, 2026