Financial Planning Expert - Senior Role

Join Raymond James as a Senior Financial Planner and provide exceptional service in financial planning. Elevate client engagement through strategic planning and strong advisor relationships.

In this critical role, you will ensure the delivery of tailored financial solutions that address the complex needs of high-net-worth clients. Collaborate with the Total Wealth Solutions team and leverage your extensive knowledge of financial planning to drive impactful results. Strong client service and presentation skills are essential for success.

Key Responsibilities:
• Deliver high-quality, modular planning documents for clients
• Support advisors through thorough client engagement processes
• Work with internal partners to provide best-in-class financial planning
• Foster advisor relationships to promote financial literacy
• Conduct informative presentations and webinars for clients

Requirements:
• Minimum five years of...