Wealth Management Paraplanner & Client Associate

130 Raymond James Financial Services, Inc.; Scottsdale (AZ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical

Retirement + Match

Life Insurance

PTO + Market Holidays

Job summary

Raymond James' Key Wealth group is seeking a Registered Client Associate & Paraplanner to support financial advisors with client service, data entry, and planning prep. The role emphasizes accuracy, adherence to procedures, and strong communication across client channels.

The ideal candidate has 3+ years in wealth management, SIE/Series 7/63 or equivalent licenses, and experience with CRM systems and Office 365. Onsite work with no travel beyond the branch is expected.

Qualifications

• Experience in financial services client support and wealth management is preferred.
• Strong administrative and data-entry skills with attention to detail.
• Proficiency in following standard operating procedures.

Responsibilities

• Interact with clients daily by phone, in person, virtually, and by mailings.
• Support financial advisors and branch office both independently and in a team.
• Open new client accounts, move funds, and research information as needed.
• Create and maintain records in the CRM.
• Enter data into financial plans.
• Engage in training and professional development to stay current with policies.
• Perform other duties as assigned.

Job description

Raymond James' Key Wealth group is seeking a Registered Client Associate & Paraplanner to support financial advisors with client service, data entry, and planning prep. The role emphasizes accuracy, adherence to procedures, and strong communication across client channels.

The ideal candidate has 3+ years in wealth management, SIE/Series 7/63 or equivalent licenses, and experience with CRM systems and Office 365. Onsite work with no travel beyond the branch is expected.