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Financial Planning Associate

at Raymond James

GraduateNo visa sponsorshipOther

Posted 20 hours ago

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Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States

"Financial Planning Associate sought for growth-driven financial services firm. Manage client portfolios, conduct market research, and provide data-driven investment strategies. Requires 3-5 years'perience in finance, proficiency in financial planning software (e.g., Dynasty, FinanceLogix), and strong analytical skills. Bachelor's degree in finance, economics or related field expected. Familiarity with ERISA a plus."