Financial Planning Software Support Analyst I

Raymond James; Saint Petersburg (FL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement plan

Job summary

Raymond James is seeking an experienced professional to support Financial Advisors with retirement planning and related strategies. The role emphasizes client service, analysis, and the use of third-party tools to compare retirement options.

You will respond to inquiries and contribute to training and product improvement. Hybrid work is offered; a Wealth Management Specialist designation is required within 9 months of employment.

Qualifications

• Understanding of securities products and retirement accounts.
• Experience with portfolio and data aggregation tools.
• Familiarity with financial planning software and CRM systems.

Responsibilities

• Serve as a resource for Financial Advisors on retirement planning strategies.
• Design retirement plan analyses for clients and prospects.
• Explain retirement options and recommend alternatives using third party tools.
• Respond to inquiries via phone, email, and meetings, and support training.
• Test and provide feedback on product releases and system improvements.
• Communicate technical information clearly and professionally.

Skills

Financial concepts

Securities products

Portfolio management

Data aggregation

CRM software

Education

Bachelor's in Business Administration

Bachelor's in Finance

Tools

Goal Planning & Monitoring

Job description

Job DescriptionUnder limited supervision uses knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and branch professionals regarding overall financial planning strategies. Some of the strategies may include but not limited to tax planning, social security, long term-care, life insurance, etc. Resolves or recommends solutions to complex problems. Deliver superior client service through accuracy, timeliness and consistency.

• Serves as a resource for FAs in designing a retirement plan analysis for clients and prospects that meets their overall retirement needs and goals.
• Analyzes certain aspects and/or the retirement plan circumstances of a client/prospect in conjunction with the FA and recommendations.
• Evaluates overall individual and employer-based retirement needs, research various options, and provides retirement planning alternatives utilizing third party software tools.
• Respond to inquiries by telephone, email, and occasional in-person meetings.
• May create presentations and instruct in various training programs.
• Provides training around key Goal Planning & Monitoring functionality.
• Takes ownership of and independently handles the resolution of escalated issues and complex problems; performs analysis on escalated issues.
• Troubleshoot and resolve problems on a wide variety of commercial and proprietary software.
• Understand and demonstrate a basic knowledge of other RJ systems as well as other third party Vendor applications.
• Contributes feedback to overall improvement of Goal Planning & Monitoring.
• Clearly and professionally communicate technical information to others.
• Document product problems and their resolutions in a solutions database for future analyst reference.
• Test new product releases in conjunction with software development.
• Represent department and supported products at company meetings, events, and conferences, when needed.
• Perform other duties and responsibilities as assigned.

Job Description Summary

Job Description

Under limited supervision uses knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and branch professionals regarding overall financial planning strategies. Some of the strategies may include but not limited to tax planning, social security, long term-care, life insurance, etc. Resolves or recommends solutions to complex problems. Deliver superior client service through accuracy, timeliness and consistency.

Essential Duties And Responsibilities

• Serves as a resource for FAs in designing a retirement plan analysis for clients and prospects that meets their overall retirement needs and goals.
• Analyzes certain aspects and/or the retirement plan circumstances of a client/prospect in conjunction with the FA and recommendations.
• Evaluates overall individual and employer-based retirement needs, research various options, and provides retirement planning alternatives utilizing third party software tools.
• Respond to inquiries by telephone, email, and occasional in-person meetings.
• May create presentations and instruct in various training programs.
• Provides training around key Goal Planning & Monitoring functionality.
• Takes ownership of and independently handles the resolution of escalated issues and complex problems; performs analysis on escalated issues.
• Troubleshoot and resolve problems on a wide variety of commercial and proprietary software.
• Understand and demonstrate a basic knowledge of other RJ systems as well as other third party Vendor applications.
• Contributes feedback to overall improvement of Goal Planning & Monitoring.
• Clearly and professionally communicate technical information to others.
• Document product problems and their resolutions in a solutions database for future analyst reference.
• Test new product releases in conjunction with software development.
• Represent department and supported products at company meetings, events, and conferences, when needed.
• Perform other duties and responsibilities as assigned.

Knowledge, Skills, And Abilities

Knowledge of

• Financial industry concepts including security reorganizations, compliance requirements, alternate security valuations, cost basis, and gain/loss.
• Securities products including equities, fixed income, annuities, and options.
• Various investment and retirement accounts.
• External Accounts and Data Aggregation system.
• Portfolio Management applications.
• Contact Management applications.
• Proprietary broker and financial planning applications.
• Concepts, practices and procedures in supporting computer hardware and software.
• Software installation and removal.
• Computer maintenance, backup and restoration procedures.
• Data networks and protocols.

Skill in

• Operating personal computers, peripheral equipment, and telecommunication devices.
• Using operating system administration and diagnostic tools to troubleshoot and resolve technical problems.
• Using software to remote control end user computers.
• Learning and applying new information skills and processes quickly and providing comprehensive and objective analysis.
• Organization and attention to detail
• Microsoft Office applications
• Diagnosing and solving computer hardware, software, peripheral equipment, data communications and network problems.
• Operating standard office equipment and using required software applications, sufficient to provide basic troubleshooting.

Ability to

• Provide a high level of customer service at all times.
• Handle stressful situations and provide a high level of customer service in a calm, courteous and professional manner.
• Apply critical thinking to quickly ascertain true nature of problems and clearly communicate resolutions.
• Work well and support others in a team approach to problem solving as well as work independently when required.
• Communicate effectively, both orally and in writing.
• Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment.
• Read, interpret and apply information from technical manuals and other materials.
• Exhibit initiative and self-direction when performing tasks.

Educational/Previous Experience Requirements

• Any equivalent combination of experience, education, and/or training.

Licenses/Certifications

• Obtain the Wealth Management Specialist (WMS) designation within 9 months of the first day of employment.

Education

Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Other Certification Not Listed - Other

Travel

Less than 25%

Workstyle

Hybrid

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 behaviors (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 honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.