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Senior Financial Planning Specialist
Job in
Devon, Chester County, Pennsylvania, 19333, USA
Listed on 2026-08-30
Listing for:
raymondjames
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Raymond James is seeking a Financial Advisor Support Specialist in Pennsylvania to assist FA teams with portfolio design, retirement planning, and estate planning. You will analyze client goals, prepare customized plans, and coordinate communications with clients.
You'll play a key role in gathering data, presenting recommendations, and ensuring compliance. The ideal candidate holds a bachelor's in finance/accounting/business and has 3+ years in financial services, with SIE and Series licenses
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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