Financial Planning Associate

Posted 12 Days Ago
Be an Early Applicant
Land O' Lakes, FL
In-Office
Mid level
Financial Services
The Role
The Financial Planning Associate will support advisors by preparing financial plans, managing client communications, and ensuring operational efficiency, while maintaining CRM records and assisting clients' needs.
Summary Generated by Built In

Job Description Summary

Independent Financial Services (IFS) is a dynamic and client-focused financial advisory firm committed to delivering personalized wealth management solutions. Our team thrives on collaboration, integrity, and continuous growth. We’re seeking a Financial Planning professional to support our advisors and clients with precision and care.
IFS offers a competitive compensation package, professional development support, and career advancement opportunities.

Job Description

This position blends financial planning support with client service excellence. You’ll assist advisors in preparing financial plans, managing client communications, and ensuring operational efficiency. It’s ideal for someone who enjoys both analytical work and building strong client relationships.

Key Responsibilities

  • Prepare and update financial plans, reports, and investment proposals
  • Assist with account opening, transfers, and maintenance
  • Coordinate client meetings and follow-up tasks
  • Maintain CRM records and ensure compliance documentation is complete
  • Serve as a liaison between clients and advisors for service-related inquiries
  • Support advisors with research, data entry, and plan implementation
  • Assist with clients requests, as needed
  • Provide back-up support for team, as needed

Knowledge, Skills and Abilities:

  • Proficiency in Microsoft Office Suite
  • Proficiency in CRM and financial planning software
  • Exceptional communication skills
  • High attention to detail and a client-first mindset

Preferred Qualifications

  • Bachelor’s degree in Finance, Business, or related field
  • Series 7 and 66 licenses
  • Familiarity with tax, trust and estate planning

Independent Financial Services and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

Education

Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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Top Skills

Crm Software
Financial Planning Software
Microsoft Office Suite
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The Company
St Petersburg, FL
14,491 Employees
Year Founded: 1962

What We Do

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).

Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

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