Role Overview
Under limited supervision, serves as a resource to Financial Advisors and their clients regarding overall financial planning issues.
What You Will Do
Partners with Financial Advisors to review clients’ portfolios, evaluates retirement needs, and designs financial plans.
Why It Might Be a Fit
Requires a Bachelor’s Degree in a related field with a minimum of two years of experience in financial planning.
Requirements
- Bachelor’s Degree in a related field
- 2+ years of experience in financial planning
- SIE license
- Series 7 license
- Series 63, 65, and/or 66 licenses (as required by state)
- Registered Paraplanner designation (or ability to obtain within 2-5 years)
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Critical illness insurance
- Accident insurance
- Disability benefits
- Retirement savings
- Paid time off
- Parental leave
To apply for this job please visit raymondjames.wd1.myworkdayjobs.com.
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