Financial Planning Advisor & Wealth Strategy Consultant

Raymond James & Associates; Greenwood (IN); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Critical illness insurance

Accident insurance

Job summary

Raymond James & Associates in Greenwood, IN, is seeking a Paraplanner/Financial Planning Associate to support financial advisors by reviewing client portfolios and preparing detailed financial plans. You will gather client data, perform analyses, and create presentations for client meetings to communicate recommended strategies.

The role requires a Bachelor's degree with 2+ years in financial planning or related fields, plus SIE and Series licenses, and a willingness to obtain additional

Qualifications

• Bachelor's Degree in a related field with at least two years of experience in financial, retirement, or estate planning.
• Alternative: any equivalent combination of experience, education, and training approved by Human Resources.
• SIE; Series 7; Series 63/65/66 as required; registered paraplanner designation or ability to obtain within 2–5 years.

Responsibilities

• Collaborate with Financial Advisor to review client portfolios and conduct financial analysis.
• Identify retirement needs and propose planning alternatives.
• Prepare tailored financial plans and presentations for clients and prospects.
• Coordinate client communications and prepare files for meetings.
• Ensure compliance with firm and regulatory policies.
• Support with estate planning guidance and education funding questions.

Skills

Financial analysis

Portfolio review

Client data entry

Client needs assessment

Education

Bachelor's Degree in related field

Equivalent combination of experience/education

Tools

SIE

Series 7

Series 63/65/66

Registered Paraplanner

Job description

Raymond James & Associates in Greenwood, IN, is seeking a Paraplanner/Financial Planning Associate to support financial advisors by reviewing client portfolios and preparing detailed financial plans. You will gather client data, perform analyses, and create presentations for client meetings to communicate recommended strategies.

The role requires a Bachelor's degree with 2+ years in financial planning or related fields, plus SIE and Series licenses, and a willingness to obtain additional