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Associate Financial Planner

at Raymond James

GraduateNo visa sponsorshipOther

Posted 20 hours ago

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Country

United States

Associate Financial Planner needed for full-service wealth management firm. Key responsibilities involve collaborating with advisors, preparing financial plans, and client onboarding. Proficient in financial planning software (e.g., WealthTrace, eMoney), Microsoft Office Suite, and strong proficiency in Excel required. Bachelor's degree in a related field, plus 1-3 years' experience in a financial planning or related role. CFP® certification (or working towards) preferred.