Strategic Financial Planning Advisor
Listed on 2026-11-04
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
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.
For the Strategic Financial Planning Advisor position at Raymond James, we are reviewing applications now.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Devon, PA, United States.
This opportunity is part of our work in Finance, Consulting.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).