Financial Planning Strategist Client Success
Job in
Ridgefield, Fairfield County, Connecticut, 06877, USA
Listed on 2026-08-30
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Raymond James Financial, Inc. seeks a Financial Advisor support professional to partner with Advisors and clients on comprehensive financial planning, retirement, estate planning, and education funding.
The role involves reviewing client portfolios, preparing tailored plans, and communicating recommendations. A Bachelor’s degree and FINRA licenses (SIE, Series 7, 63/65/66) or equivalent;
Paraplanner designation or path to it within years are preferred.
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