Strategic Financial Planning Advisor

Raymond James; Devon (PA); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a financial planning professional to support Financial Advisors and clients in designing portfolios and retirement strategies. The role involves reviewing client goals, entering data, and conducting detailed financial analyses to propose comprehensive plans.

Candidates should have a bachelor’s degree in accounting, finance, or business and 3–6 years in financial services, with securities licenses (SIE, Series 7, 63/65/66) as required by state and role.

Qualifications

• Bachelor’s degree in related field and three years’ experience in financial services with emphasis on financial, retirement and estate planning.
• Equivalent combination of experience, education and/or training as approved by Human Resources.

Responsibilities

• Partner with Financial Advisor to review portfolios and conduct financial analysis.
• Evaluate retirement needs and recommend planning options.
• Research and address risk management concerns, including insurance.
• Design tailored financial analyses and comprehensive plans for clients.
• Prepare presentations communicating recommendations and alternatives.
• Handle client communications and coordinate meetings and follow-ups.

Skills

Financial planning

Client advising

Portfolio analysis

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James is seeking a financial planning professional to support Financial Advisors and clients in designing portfolios and retirement strategies. The role involves reviewing client goals, entering data, and conducting detailed financial analyses to propose comprehensive plans.

Candidates should have a bachelor’s degree in accounting, finance, or business and 3–6 years in financial services, with securities licenses (SIE, Series 7, 63/65/66) as required by state and role.