Raymond James Ltd.
Senior Financial Planning Position at Raymond James
Job Description
Advance your career with Raymond James Ltd. as a Senior Financial Planner, focusing on delivering comprehensive financial planning services to high-net-worth clients. This role emphasizes teamwork and client satisfaction.
In this position, you will provide exceptional planning deliverables while brilliantly managing client engagements from start to finish. Your responsibilities will include preparing planning documentation, promoting financial literacy, and collaborating effectively with the advisory team. Building strong relationships is central to this role.
Key Responsibilities:
• Develop detailed financial planning documents
• Manage all aspects of client engagements
• Collaborate on best practices for financial planning
• Present webinars and training sessions for advisors
• Keep current on financial planning regulations and best practices
Requirements:
• At least five years of financial planning experience...
In this position, you will provide exceptional planning deliverables while brilliantly managing client engagements from start to finish. Your responsibilities will include preparing planning documentation, promoting financial literacy, and collaborating effectively with the advisory team. Building strong relationships is central to this role.
Key Responsibilities:
• Develop detailed financial planning documents
• Manage all aspects of client engagements
• Collaborate on best practices for financial planning
• Present webinars and training sessions for advisors
• Keep current on financial planning regulations and best practices
Requirements:
• At least five years of financial planning experience...