Strategic Financial Planning Advisor

Raymond James; Georgetown (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Raymond James in Georgetown, Texas seeks a Financial Advisor to partner with clients and Financial Advisors to review portfolios, design plans, and advise on tax, retirement, estate, and risk management. You will advocate for tailored financial strategies and communicate complex analyses clearly to clients.

As part of a financial planning team, you will prepare comprehensive plans, present recommendations, educate clients, and manage accounts with attention to compliance and ongoing education.

Qualifications

• Bachelor’s degree required.
• FINRA licenses (S7, SIE, S66) required or in progress.
• Experience using financial planning software preferred.

Responsibilities

• Review client portfolios and goals; conduct financial analysis.
• Recommend planning alternatives and educate clients.
• Prepare client presentations detailing recommendations.
• Open, transfer, or close accounts and maintain records.
• Ensure compliance with firm and regulatory standards.

Skills

Financial planning

Portfolio design

Retirement planning

Income tax planning

Estate planning

Risk management

Education funding

Small business planning

Client communication

Presentation skills

Education

Bachelor's degree

s66 Uniform Combined State Law Examination

s7 General Securities Representative Examination

SIE - Securities Industry Essentials Examination

Job description

Raymond James in Georgetown, Texas seeks a Financial Advisor to partner with clients and Financial Advisors to review portfolios, design plans, and advise on tax, retirement, estate, and risk management. You will advocate for tailored financial strategies and communicate complex analyses clearly to clients.

As part of a financial planning team, you will prepare comprehensive plans, present recommendations, educate clients, and manage accounts with attention to compliance and ongoing education.