Financial Advisor II - West Valley
Job Description
The Financial Advisor II is principally responsible for providing wealth management services to clients/prospects remotely and referral management. You are encouraged to meet your individual goals and assist with attaining the program sales and service goals. You must possess industry knowledge and familiarity with the myriad of products available to meet clients' objectives and needs. You are encouraged to act independently, with discretion and good judgment, and in the best interest of the client. You will be registered with Raymond James Financial and will conduct business on behalf of the Investments & Financial Services program. What you will do here: Client/Prospect Sales and Service: Responsible for consulting with prospects/clients to provide advice and identify