Financial Planning Associate
Raymond James
About this role
A Financial Planning professional at Independent Financial Services provides advisory support by assisting advisors and clients with financial planning tasks and ensuring smooth operational workflows. The role focuses on client-facing interactions, analytical work, and contributing to a collaborative advisory team. It supports career growth within a client-focused wealth management firm.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Raymond James.
Salary
$57k – $78k
per year