Financial Planning Associate
Raymond James & Associates, Inc., Research Division(2 months ago)
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.
Required Skills
- Microsoft Office
- CRM
- Financial Planning
- Communication
- Detail Orientation
- Client Service
- Research
- Data Entry
- Compliance
- Account Maintenance
+1 more
Qualifications
- Bachelor’s: Business Administration
- Bachelor’s: Finance
- Series 7
- Series 66
- SIE (FINRA)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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