Senior Financial Planner & Client Strategy Advisor

Raymond James; United States; On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a qualified financial planning professional to work with Advisors and clients on portfolio design, retirement planning, and tax guidance. You will prepare comprehensive plans, analyze client data, and present tailored recommendations to meet long-term financial goals.

The role involves educating clients on planning options, coordinating meetings, and maintaining accurate records while ensuring regulatory compliance and ongoing client service.

Qualifications

• Requires a bachelor's degree in a related field and multiple years in financial services focusing on planning.
• SIE license required; Series 7/63/65/66 or ability to obtain within six months.
• Experience designing and presenting comprehensive financial plans.

Responsibilities

• Partner with Financial Advisor to review client portfolios and goals.
• Enter client data, conduct financial analyses, and prepare tailored plans.
• Present recommendations and educate clients on planning options.
• Assist with estate, retirement, and education funding strategies.
• Ensure regulatory compliance and accurate client documentation.

Skills

Financial analysis

Retirement planning

Estate planning

Client consultation

Tax planning

Regulatory compliance

Portfolio design

Communication skills

Education

Bachelor's degree in related field

3+ years in financial services

Job description

Raymond James is seeking a qualified financial planning professional to work with Advisors and clients on portfolio design, retirement planning, and tax guidance. You will prepare comprehensive plans, analyze client data, and present tailored recommendations to meet long-term financial goals.

The role involves educating clients on planning options, coordinating meetings, and maintaining accurate records while ensuring regulatory compliance and ongoing client service.