Wealth Advisor Trainee

Who We Are:

Paramount Wealth Management is looking for a Wealth Advisor Trainee to learn the foundations of our industry and be equipped to hit the ground running once you pass your exams.

Join us and become a member of one of the most respected teams in the wealth management industry. Our President, Don Hershberger, was named on the Forbes Best-in State Wealth Advisorlist for the past 4 years and has been a member of Raymond James’ Chairman’s Council since 2017.

While we take wealth management very seriously, we also place considerable emphasis on relationship management – being in touch with our clients and connecting on what really matters. Paramount’s wealth advisors maintain a fiduciary standard of care throughout our Designed by Inspiration™ process. We help people intentionally design their wealth in a way that shapes their most inspired life.

Who We Want:

We are looking for a Spring, 2023 graduate with a degree in Financial Planning (preferred), Finance, or Business, who wants to build a career as a Wealth Advisor.

The right person:

· Is incredibly proactive

· Organized and possesses time management skills

· Flexible

· Positive

· Excellent at interpersonal & communication skills

· Oriented to extraordinary client service and has an excellent attitude

· A fast learner

· Has discretion and can maintain confidentiality

· Possesses business development skills

What To Expect During the 3 Year Training Phase:

This person must be willing to learn the industry from the bottom up by learning the foundations of our systems, processes, and culture. Within 3 years of employment you will be required to pass your SIE, Series 7, and Series 66 exams, as well as obtain your CFP designation.

You’ll be involved in:

· New account openings and transfers

· Handling new contributions and redemptions

· Preparing and processing client paperwork and reports

· Preparing meeting dictation notes for client files

· Client in-person and phone interactions

· Calendar management and scheduling

· CRM utilization

· Other administrative duties as needed

After successfully completing the training period and obtaining the required licensing, you will transition to an Associate Wealth Advisor.

During this phase you will establish new client relationships in addition to providing advisory services and support to current clients.

What To Expect:

· Provide information/education to clients about the purpose and details of financial products, services, and strategies.

· Source prospective client opportunities by capitalizing on networking and referrals.

· Coordinate all money movement, strategy changes, and paperwork for existing clients and prospects.

· Provide positive and professional service to the assigned client base.

· Review investment products currently held in client’s accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives.

· Maintain all continuing education requirements of a wealth advisor plus required training elements.

· Attend firm client events.

To Apply:

· Email your resume and, more importantly, a cover letter detailing why YOU are the right person for this position

· Create a 2-5 minute video and post it onto any video site you prefer (such as YouTube or Vimeo) and tell why you think you’re the best candidate, and anything else you would like to share. If this is not done, you will not be considered.

· Email your Cover Letter, Resume & Video Link. You can get the email address from the "Questions from the Employer" portion of the Indeed application process.

The awards mentioned may not be representative of any individual's experience, are not an endorsement, and are not indicative of future performance.

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Physical setting:

• Office

Schedule:

• Monday to Friday

Application Question(s):

• Did you email a Cover Letter, Resume, and Video Link to advisors@paramountwealth.com? You will not be considered for the position unless you do so.

Work Location: One location

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