Financial Planning Advisor & Wealth Strategy Consultant
Raymond James & Associates
Raymond James & Associates in Greenwood, IN, is seeking a Paraplanner/Financial Planning Associate to support financial advisors by reviewing client portfolios and preparing detailed financial plans. You will gather client data, perform analyses, and create presentations for client meetings to communicate recommended strategies. The role requires a Bachelor's degree with 2+ years in financial planning or related fields, plus SIE and Series licenses, and a willingness to obtain additional #J-18808-Ljbffr Raymond James & Associates
Vacancy posted 1 day ago
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