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Strategic Financial Planning Advisor
Job in
Devon, Chester County, Pennsylvania, 19333, USA
Listed on 2026-08-22
Listing for:
Raymond James
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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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