Wealth Planning Advisor — Planning-First Growth

130 Raymond James Financial Services, Inc.; Fort Myers (FL); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical + HSA contribution

Dental

Vision insurance

Life Insurance

Long Term Care Insurance

Retirement

PTO + Market holidays

Job summary

RaymondJames is seeking a Wealth Planning Advisor to deliver comprehensive financial planning and wealth management services to existing clients while contributing to practice growth. The role emphasizes a planning-first approach and building long-term relationships with clients and their families.

You will participate in client meetings, prepare financial plans, coordinate follow-up, and serve as a trusted resource through tax, estate, retirement, and wealth transfer considerations.

Qualifications

• Licensed financial advisor with Series 7/66.
• Experience in wealth management for affluent clients.
• Strong communication and relationship-building skills.
• Knowledge of retirement income planning and tax-efficient investing.
• CFP certification preferred and other advanced wealth designations welcome.

Responsibilities

• Develop comprehensive financial plans aligned with client goals.
• Deliver wealth management and investment guidance for existing clients.
• Build and maintain long-term client relationships across generations.
• Collaborate with attorneys, accountants, and other professionals.
• Support business development and asset growth through referrals.

Skills

Financial planning

Wealth management

Client relationship management

Communication skills

Tax planning

Education

Series 7 license

Series 66 license

CFP certification preferred

Tools

Financial planning software

Job description

RaymondJames is seeking a Wealth Planning Advisor to deliver comprehensive financial planning and wealth management services to existing clients while contributing to practice growth. The role emphasizes a planning-first approach and building long-term relationships with clients and their families.

You will participate in client meetings, prepare financial plans, coordinate follow-up, and serve as a trusted resource through tax, estate, retirement, and wealth transfer considerations.