Financial Planning Associate — Client Impact & Growth

Raymond James; Bend (OR); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Paid time off including vacation, holidays, and sick leave

Job summary

Raymond James in Bend, OR is searching for an Associate Financial Planner to assist with financial planning and wealth management. The ideal candidate should have a solid work ethic and enjoy working with clients and the community.

Key responsibilities include assisting with account management, supporting advisors, and conducting financial analysis. Candidates must hold a Bachelor’s degree and possess three years of relevant experience in financial services. Comprehensive benefits package offered.

Qualifications

• Bachelor’s degree in a related field and three years’ experience in the financial services industry with emphasis on financial, retirement and estate planning.
• Equivalent combination of experience, education and/or training as approved by Human Resources.
• SIE required provided that an exemption or grandfathering cannot be applied.

Responsibilities

• Assist with account opening, transfers and maintenance.
• Support advisors with research, data entry, and plan implementation.
• Conduct research related to basic income tax questions, estate planning, and other legal issues.

Skills

CRM software

Microsoft Suite

Financial Planning software

Financial markets

Education

Bachelor’s degree in a related field

Three years’ experience in the financial services industry

Job description

Raymond James in Bend, OR is searching for an Associate Financial Planner to assist with financial planning and wealth management. The ideal candidate should have a solid work ethic and enjoy working with clients and the community.

Key responsibilities include assisting with account management, supporting advisors, and conducting financial analysis. Candidates must hold a Bachelor’s degree and possess three years of relevant experience in financial services. Comprehensive benefits package offered.