Senior Financial Planning Consultant
Job in
Marco Island, Collier County, Florida, 33969, USA
Listed on 2026-08-28
Listing for:
Raymond James
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Raymond James seeks a Financial Planning Associate to support Advisors in designing and presenting comprehensive financial plans. You will review client portfolios, analyze retirement needs, and communicate tailored guidance on investments, taxes, and estate planning.
The role requires a Bachelor’s degree and 3+ years in financial services, plus SIE and Series 7/63/65/66 licenses. On-site work in Florida is common, with benefits and client-focused delivery.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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