Strategic Financial Planner & Retirement Specialist

Raymond James; St. Louis (MO); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Retirement savings

Paid time off

Job summary

Raymond James in St. Louis is seeking a Financial Advisor to partner with planners, review client portfolios, enter data, and perform financial analyses to meet client goals.

You will assess retirement needs, research options, design tailored plans, and prepare presentations that clearly communicate recommendations.

Requirements: Bachelor’s degree and 3 years in financial services; SIE and Series 7, 63/65/66 licenses as required; travel <25%.

Qualifications

• Bachelor’s degree in a related field is required.
• Three years of experience in financial services with emphasis on financial, retirement and estate planning or related marketing
• Licensing: SIE; Series 7; Series 63/65/66 as required by state or to be obtained within six months.

Responsibilities

• Partner with Financial Advisors to review client portfolios and conduct financial analysis.
• Evaluate retirement needs and recommend planning alternatives.
• Prepare and present financial plans and recommendations to clients and prospects.
• Enter client data, prepare files for meetings, and ensure compliance with policies.

Education

Bachelor’s degree in related field

3 years in financial services

Equivalent combination of experience/education

Job description

Raymond James in St. Louis is seeking a Financial Advisor to partner with planners, review client portfolios, enter data, and perform financial analyses to meet client goals.

You will assess retirement needs, research options, design tailored plans, and prepare presentations that clearly communicate recommendations.

Requirements: Bachelor’s degree and 3 years in financial services; SIE and Series 7, 63/65/66 licenses as required; travel <25%.