Senior Financial Planner & Strategy Advisor

Raymond James, Inc.; Greenwood (IN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan with employer match

Paid time off

Job summary

Raymond James, Inc. is seeking a Financial Planning Consultant in Greenwood, Indiana. The role supports Financial Advisors by reviewing client portfolios, performing financial analyses, and developing tailored financial plans across retirement, estate and education funding strategies.

The position requires a bachelor’s degree and relevant experience, with industry licenses such as SIE and Series 7/63/65/66 often preferred. A strong client-service mindset is essential.

Qualifications

• Bachelor’s Degree in related field or equivalent combination of experience, education and/or training.

Responsibilities

• Partner with Financial Advisor to review client portfolios and goals.
• Enter client data and perform financial analyses.
• Research and recommend retirement planning options and risk management strategies.
• Prepare tailored financial plans and presentations for clients.
• Educate clients on estate planning, education funding and small business planning.
• Assist with client communications and document preparation.

Education

Bachelor’s degree in related field or equivalent experience

Job description

Raymond James, Inc. is seeking a Financial Planning Consultant in Greenwood, Indiana. The role supports Financial Advisors by reviewing client portfolios, performing financial analyses, and developing tailored financial plans across retirement, estate and education funding strategies.

The position requires a bachelor’s degree and relevant experience, with industry licenses such as SIE and Series 7/63/65/66 often preferred. A strong client-service mindset is essential.