Job Description Essential Duties and Responsibilities Services basic inquiries and scheduling of meetings with prospective and existing clients Respond to client inquiries regarding accounts, transactions, and general service matters Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests Maintain accurate and complete CRM records Execute equity, ETF, mutual fund, and fixed income trades as directed Assist with portfolio rebalancing Monitor cash balances and distributions Gather and organize client financial data Prepare and update financial plans using planning software Run retirement, cash flow, and scenario analyses Prepare client-ready reports and presentations Ensure all documentation meets firm and regulatory requirements Maintain organized client files and audit-ready documentation Assist with supervisory reviews and compliance requests Adhere to FINRA, SEC, and firm policies and procedures Perform other duties, as assigned Key Skills & Competencies Strong attention to detail and accuracy Excellent organizational and time-management skills Professional communication (written and verbal) Analytical mindset Client-first attitude with high integrity Experience with financial planning software Experience with portfolio management or rebalancing tools Experience executing trades in client accounts Proficiency in Microsoft Office and CRM systems Education/Previous Experience Bachelor's degree preferred 3+ years of experience in wealth management or advisory support Licenses/Certifications SIE, Series 7 & 63/65 or 66 Insurance license McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. Education Bachelor's 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 At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
