Hybrid Financial Planning Software 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

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.