Raymond James Financial
Senior Wealth Management Financial Planner
Job Description
Enhance your career as a Senior Financial Planner focused on wealth management and client solutions. Work within the Total Wealth Solutions team to provide high-quality financial planning and personalized advice.
In this influential role, you will manage client relationships, support advisors, and deliver comprehensive financial plans shaped by extensive industry knowledge. Your ability to communicate effectively and engage with clients while staying informed about financial strategies is crucial for success.
Key Responsibilities:
• Deliver modular and comprehensive financial planning solutions
• Manage engagements and client interaction from start to finish
• Foster collaborative relationships and support advisors' efforts
• Conduct educational webinars and presentations for advisors
• Stay current on financial planning topics and trends
Requirements:
• 5+ years in client-facing financial planning roles
•...
In this influential role, you will manage client relationships, support advisors, and deliver comprehensive financial plans shaped by extensive industry knowledge. Your ability to communicate effectively and engage with clients while staying informed about financial strategies is crucial for success.
Key Responsibilities:
• Deliver modular and comprehensive financial planning solutions
• Manage engagements and client interaction from start to finish
• Foster collaborative relationships and support advisors' efforts
• Conduct educational webinars and presentations for advisors
• Stay current on financial planning topics and trends
Requirements:
• 5+ years in client-facing financial planning roles
•...