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Registered Client Associate & Paraplanner

at Raymond James

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United States

**Registered Client Associate & Paraplanner**. Serve as the primary point of contact for clients, managing relationships and providing financial planning support. Key responsibilities include preparing financial plans, updating client records, and assisting with portfolio management. Proven experience (3-7 years) in wealth management, with Series 7 and 65 or 66 licenses required. Proficiency in CRM software (e.g., Salesforce, Fusionwealth) and financial planning tools (e.g., eMoney, MoneyGuidePro) is essential. Bachelor's degree in Finance, Economics, or related field preferred. Work with a team to deliver exceptional client service.