About this opportunity
Raymond James lists this Strategic Financial Planning Advisor opportunity in devon, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Raymond James is seeking a financial planning professional to support Financial Advisors and clients in designing portfolios and retirement strategies. The role involves reviewing client goals, entering data, and conducting detailed financial analyses to propose comprehensive plans.
Candidates should have a bachelor’s degree in accounting, finance, or business and 3–6 years in financial services, with securities licenses (SIE, Series 7, 63/65/66) as required by state and role.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.