Associate Wealth Advisor

Job Description Summary Our team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking an Associate Wealth Advisor who shares our long-term vision and values. The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client‑facing capacity, is detail‑oriented, and demonstrates empathy in their day‑to‑day work. Additionally, they are coachable, have strong people skills, and thrive in a team‑oriented environment. You deserve to work with the best, and you can expect it at Key Wealth. Read on and apply below. Job Description Essential Duties and Responsibilities Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service. Be the main point of contact for assigned client needs and ensure all client concerns are addressed. Schedule, attend and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance and goals. Manage client referrals, ensuring smooth onboarding and integration into the firm. Conduct quarterly and annual client reviews to align financial goals Provide updates on market trends, portfolio performance and relevant changes that impact their financial plans. Ensure clients feel heard and valued, handling specific requests, life events or personal circumstances in a personalized way. Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events. Assist the financial advisor by note taking, handling documentation and email management. Ensure that all compliance standards are met for client documentation and communication. Actively contribute to the firm’s ability to focus on high‑level strategy by handling administrative work related to client meetings. Knowledge, Skills and Abilities Knowledge of Company’s 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 AI tools and agents 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 Licenses/ Certifications: SIE, Series 7, 66, or equivalent Education/Experience Requirements: 3+ years of industry experience Workstyle: Onsite Travel: None required Benefits: Medical, Retirement + Match, Life Insurance, PTO + Market Holidays Key Wealth Management and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates. PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James. Education Work Experience Certifications 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 Myrjbenefits.com. At Raymond James our associates use five guiding behaviours (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s 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 honour, value and respect the uniqueness, experiences and backgrounds of all of our Associates. When associates bring their best authentic selves, our organisation, 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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