Careers

Investment Associate

We are seeking an individual who will assist the Investment Unit in critical daily functions pertaining to asset management, research and portfolio management for our clients.

The ideal candidate has one to three years of experience in the financial services industry, an associate’s or bachelor’s degree and attention to detail.

Job duties include:
• Communicate coordinate and support a team approach to client service.
• Assist portfolio managers in the service of clients, up to and including interacting daily on the telephone with prospective and existing clients, handling basic inquiries and addressing service requests.
• Meet with portfolio managers on a weekly basis to track new business, items in motions, service opportunities, scheduling and prepping for upcoming meetings; participate in weekly insurance and investment tracking.
• Assist in the facilitation of the Research Committee meeting.
• Act as liaison between advisor teams and portfolio managers to ensure proper completion of client duties.
• Provide formal review and prep documents for submission to Raymond James.
• Perform other duties and responsibilities as assigned.

For more information or to submit a resume, contact jobs@provwealth.com.

Senior Financial Advisor

We are seeking an individual or team with an existing book of business and desire to serve more of his/her/their clients’ needs with a holistic planning approach.

Our planning department helps create comprehensive plans that are effective road maps and tools to ensure a long-term relationship with clients.

Resources include investment research staff, plan design professionals, corporate retirement plans expertise, client communication content providers and compliance and operations talent.

For more information or to submit a resume, contact jobs@provwealth.com.

Financial Planner

We are seeking an experienced financial planner who will collaborate on investment portfolio design, income tax consulting, retirement analysis, qualified retirements plan design, risk management, estate planning, education funding and small business planning. This individual will review financial plan designs and make recommendations.

Ideal candidates will have five to eight years of experience and a bachelor’s degree in finance, financial planning, economics or accounting. Master’s degree and related certifications are a plus. Series 7, Series 66 and CFP designation are preferred.

For more information or to submit a resume, contact jobs@provwealth.com.

Registered Client Service Associate

We are seeking a dynamic and dedicated individual to join our team as a registered client service associate. This person will serve as a key member of the team and as the initial point of contact for clients to identify, research and resolve their problems. A key attribute of the administrator role is to understand and drive the global planning process, not only the task at hand.

Job duties include:

Ideal candidates speak English and Spanish and have two to four years of experience in a financial services or banking environment. A bachelor’s degree and valid Series 7 license are required.

For more information or to submit a resume, contact jobs@provwealth.com.

Client Service Associate

We are seeking service-minded individuals who can provide proactive support to financial advisors and assist with efficient, quality client service. Client service associates serve key members of the Provenance Wealth Advisors’ team and initial points of contact for clients to identify, research and resolve their problems. A key attribute of the administrator role is to understand and drive the global planning process, not only the task at hand.

Job duties include:

Ideal candidates have one to three years of experience, preferable in a financial services environment, and hold an associates or bachelor’s degree.

For more information or to submit a resume, contact jobs@provwealth.com.

 

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors. Provenance Wealth Advisors is not a registered broker/dealer and is independent from Raymond James Financial Services. Provenance Wealth Advisors, Berkowitz Pollack Brant Advisors and Accountants, and BayBridge are not affiliated with Raymond James Financial Services.

Raymond James. financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.