Registered Wealth Management Advisor

Job Description Summary

At Irwin Financial Incorporated we take a sophisticated and client-focused approach to everything we do. As our team expands we are seeking a Client Relationship Manager who shares our vision and values. The ideal candidate has experience in relationship management in the financial industry and is dependable dynamic attentive and team oriented. Additionally they possess curiosity in leadership and career development.

Are you ready Lets uncover the possibility of working together.

Job Description

Essential Duties and Responsibilities

• Manage and deepen client relationships with effective communication and personalized attention in every interaction
• Collaborate with investment team to develop models and strategies aligned with client objectives
• Work closely with research analyst and portfolio managers to evaluate investment opportunities
• 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 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 preferred or equivalent years of experience in industry

Licenses & Certifications

• SIE
• Series 7
• Series 63 65 and/or 66 as required by state

Experience

• 3 years of experience in the financial services industry strongly preferred

Benefits: Medical Retirement Match Discretionary Profit Sharing PTO

Travel: Not Required

Education

Bachelors

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

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.

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