Wealth Management Financial Planning Officer

Job Category: Invest and Ins. Serv.

Requisition Number: WEALT
001962

• Posted :
  October 29, 2025
• Full-Time
• Hybrid

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• Maintain a thorough understanding of the client’s financial situation and lead clients through the financial planning process by gathering significant and pertinent data as it relates to the client's entire financial life.
• Utilize financial planning software, as well as Excel, PowerPoint, and cash flow analysis programs, in order to provide analysis of a clients current and future financial picture.
• Develop financial plans for clients and prepare product illustrations and proposals as needed for client meetings. Recommend products and services which support the long-term planning needs and goals of the client.
• Maintain a thorough understanding of advanced financial planning strategies and present recommendations to high net worth clients.
• Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.

Business Development & Client Presentations:

• Work with the Future Track Program Manager to foster a goal-based mindset as it relates to wealth management within the Future Track program. Complete new financial plans from referrals from the Future Track initiative and be a Future Track ambassador when working with wealth management clients and prospects.
• Perform business development activities as required in conjunction with other team members. Provide materials for client presentations and work closely with the Investment Officers assigned to the accounts.
• Assume a leadership role in the business development activities for the Department and optimize opportunities to grow assets under management through the financial planning process.
• Demonstrate a proven track record with positive results from attaining new client business. Upgrade account relationships and encourage additions to existing accounts where appropriate. Develop retention strategies for at risk relationships.
• Work closely with our Raymond James partners to coordinate leads from internal business partners. Follow-up on leads and work with the wealth team to drive new business.
• Continue to expand market penetration of Wealth Management products and services through collaboration with marketing team members. Create awareness of wealth services and establish a strong pipeline of opportunities.
• Lead and/or participate in business development through personal contacts in the professional community. Drive engagement by setting up meetings with COI's and utilize other outreach sources to establish client relationships.
• Engage in community events as a professional leader.

Trust & Account Administration

• Act as the primary advisor for an assigned client base. Responsible for maintaining account relationships, managing all of the administrative and fiduciary functions in each of the accounts assigned pursuant to applicable laws, regulations, policies, procedures and in accordance with trust and account documents for designated relationships.
• Advise clients in fiduciary administration, financial, tax and estate planning. Act as the primary liaison with the client’s accountant, attorney and other advisors. Create a strong relationship team to ensure a comprehensive wealth management plan.
• Provide quality service and communicate with clients; schedule and attend client meetings. Resolve client issues promptly, incorporating appropriate council – legal and /or accounting as necessary.
• Review Trust documents and provide a summary of Trust powers and potential items of concern. Work with Trust staff regarding calculation of distributions for Trusts, IRA’s, and Not-for-Profit clients. Process discretionary distribution requests for trust relationships and submit to discretionary subcommittee when applicable.
• Perform administrative account reviews for all designated accounts on an annual basis. Review client and Bank documentation for compliance, consistency and appropriate execution. Take corrective action and obtain additional documentation as necessary.
• Participate as an active member in the Trust Administrative Committee (TAC) and Trust Investment Committee (TIC).

Candidates without the Certified Financial Planner designation will be considered if they are in the process of or planning to obtain their CFP.

Bachelors or Equivalent Work Experience or better.

Financial Planning experience

CFP

CPWA

CTFA

CRPC

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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