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Raymond James · 11 hours ago

Financial Planning Associate

Land O' Lakes, FL

Full-time

Onsite

Mid Level

3+ years exp

Raymond James is a dynamic financial advisory firm focused on personalized wealth management solutions. They are seeking a Financial Planning Associate to support advisors and clients by preparing financial plans, managing communications, and ensuring operational efficiency.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Leslie S, PHR, SHRM CP

Responsibilities

Prepare and update financial plans, reports, and investment proposals

Assist with account opening, transfers, and maintenance

Coordinate client meetings and follow-up tasks

Maintain CRM records and ensure compliance documentation is complete

Serve as a liaison between clients and advisors for service-related inquiries

Support advisors with research, data entry, and plan implementation

Assist with clients requests, as needed

Provide back-up support for team, as needed

Qualification

Financial planning softwareCRM proficiencySeries 7 licenseSeries 66 licenseMicrosoft Office SuiteClient-first mindsetTax planning familiarityTrustEstate planning familiarityExceptional communication skillsAttention to detail

Required

Proficiency in Microsoft Office Suite

Proficiency in CRM and financial planning software

Exceptional communication skills

High attention to detail and a client-first mindset

Bachelor's: Business Administration (Required)

Bachelor's: Finance (Required)

General Experience - 3 to 6 years

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Preferred

Bachelor's degree in Finance, Business, or related field

Series 7 and 66 licenses

Familiarity with tax, trust and estate planning

Benefits

Competitive compensation package

Professional development support

Career advancement opportunities

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)