at Raymond James

Investment Banking

Posted 19 days ago

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**Senior Associate Financial Planner** sought to provide comprehensive financial planning services, guiding clients towards achieving their financial goals. Key responsibilities include developing tailored financial plans, managing client relationships, and staying updated with industry trends. Proven track record in financial planning, with CERTIFIED FINANCIAL PLANNER™ or equivalent certification. Experience with financial planning software (e.g., eMoney, MoneyGuidePro) and proficiency in Microsoft Office Suite required. Strong analytical skills and ability to provide personalized, empathetic advice. Five to seven years of related experience.

Compensation

Not specified USD

Currency: $ (USD)

City

Seattle

Country

United States