Registered Client Advisor

Job Description

At Blunt Wealth Services we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients helping to form lifelong and intimate relationships.

As we grow we are seeking a Registered Client Advisor to manage highly coveted long-standing client relationships of the firm. The Registered Client Advisor 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 firms 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 Abilities

Knowledge of

• Companys 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

• Microsoft Office Suite

• 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: Bachelors 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: $80000 $110000

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

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

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

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.