Financial Planning Specialist for Advisors

Raymond James Financial, Inc.

Greenwood (IN)

On-site

USD 60,000 - 90,000

Full time

7 days ago

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Job summary

Raymond James Financial, Inc. seeks a skilled paraplanner to support Financial Advisors in crafting comprehensive financial plans for clients, covering retirement, estate planning, and risk management.

The role involves detailed portfolio analysis, data entry, and preparation of presentations to communicate recommendations clearly. Candidates should have a related bachelor’s degree and relevant experience, with required licenses and the possibility to obtain the Registered Paraplanner

Qualifications

Bachelor’s degree in a related field with at least two years in financial, retirement, or estate planning.
Equivalent combination of experience and education as approved by HR.
SIE license required; exemption or grandfathering cannot be applied.
Series 7; Series 63/65/66 as required by state.
Registered Paraplanner designation or ability to obtain within 2–5 years of hire.

Responsibilities

Collaborate with Financial Advisors to review client portfolios and perform financial analysis.
Assess retirement needs and recommend planning options.
Provide guidance on risk management and insurance.
Prepare tailored financial plans and supporting presentations.
Maintain client files and coordinate communications.
Ensure compliance with firm policies.
Assist with account openings, transfers, and transaction follow-up.
Support client education on markets and estate planning options.