About this role
Associate Advisor at Raymond James. Location: Arlington, Virginia, United States. Role: managing relationships, scheduling meetings, ensuring compliance Requirements: 2+ years industry experience; SIE and Series 7 required; Series 63/65/66 as state-required; L&H preferred. Client-facing and trading experience, CRM and Microsoft Office proficiency, financial planning software knowledge, strong communication and critical thinking. Category: Finance and Accounting Seniority: Entry Level Tools: CRM, Microsoft Office Suite, Microsoft Excel, financial planning software, AI tools and agents, Managed account platforms Certifications: sie, series 7, series 63, series 65, series 66, l&h Commitment: Full Time Workplace: Hybrid Languages: English