Wealth Management Paraplanner & Client Associate
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Wealth Management, Financial Services, Financial Advisor / Consultant
Raymond James' Key Wealth group is seeking a Registered Client Associate & Paraplanner to support financial advisors with client service, data entry, and planning prep. The role emphasizes accuracy, adherence to procedures, and strong communication across client channels.
The ideal candidate has 3+ years in wealth management, SIE/Series 7/63 or equivalent licenses, and experience with CRM systems and Office 365. Onsite work with no travel beyond the branch is expected.
Are you ready to take on the Wealth Management Paraplanner & Client Associate role at 130 Raymond James Financial Services, Inc.?
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Paraplanner & Client Associate role in the description above.
We appreciate your interest in this position.
Join 130 Raymond James Financial Services, Inc. and contribute to our ongoing work.
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