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© All Rights Reserved. ApplyBlast.com
Raymond James
The Financial Planning Software Support Analyst I serves as a resource to Financial Advisors and branch professionals, providing expertise on financial planning strategies such as tax planning, social security, and retirement planning. The role involves analyzing client retirement needs, troubleshooting proprietary and third-party software, and resolving escalated technical issues. The analyst also delivers training on goal planning and monitoring functionality while ensuring superior client service through accuracy and timeliness.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
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