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Strategic Financial Planning Specialist
Job in
Ridgefield, Fairfield County, Connecticut, 06877, USA
Listed on 2026-09-01
Listing for:
100 Raymond James & Associates, Inc.
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Raymond James & Associates, Inc. in Ridgefield, CT is seeking a qualified financial planning professional to support Advisors and clients in portfolio design, retirement and estate planning, and education funding. The role involves collaborating with clients to understand goals and develop comprehensive plans.
The position emphasizes ongoing knowledge of financial markets, tax considerations, and regulatory compliance, with responsibilities including client communication and plan development.
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