Wealth Management Paraplanner & Client Associate
130 Raymond James Financial Services, Inc.
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. #J-18808-Ljbffr 130 Raymond James Financial Services, Inc.
Vacancy posted 4 days ago
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