Strategic Financial Planner for Advisors & Clients

100 Raymond James & Associates, Inc.; Georgetown (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Retirement plan

Paid time off

Job summary

Raymond James in Georgetown, TX seeks an experienced Financial Advisor support professional to collaborate with advisors, analyze client portfolios, and develop comprehensive financial plans. You will present recommendations to clients and assist with estate, tax and education funding strategies.

The role requires a bachelor’s degree and 3+ years in financial services, with licenses (SIE, Series 7/63/65/66) as needed. Excellent client communication and regulatory compliance are essential.

Qualifications

• Bachelor’s degree in a related field with 3 years in financial services.
• SIE license required; Series 7/63/65/66 as needed.
• Capable of conducting financial analysis and creating tailored plans.
• Ability to explain complex concepts to clients.
• Strong communication and relationship-building skills.

Responsibilities

• Partner with Financial Advisor to review clients’ current portfolio design and goals.
• Conduct financial analysis and recommend planning alternatives.
• Design and communicate tailored financial plans and presentations.
• Prepare files and coordinate client communications for meetings.
• Educate clients on securities markets, estate planning, and education funding.

Skills

Financial planning

Portfolio analysis

Tax planning

Estate planning

Education funding

Small business planning

Client communication

Education

Bachelor’s degree

Job description

Raymond James in Georgetown, TX seeks an experienced Financial Advisor support professional to collaborate with advisors, analyze client portfolios, and develop comprehensive financial plans. You will present recommendations to clients and assist with estate, tax and education funding strategies.

The role requires a bachelor’s degree and 3+ years in financial services, with licenses (SIE, Series 7/63/65/66) as needed. Excellent client communication and regulatory compliance are essential.