130 raymond james financial servicesScottsdale, AZ
Wealth Management Paraplanner & Client Associate
Wealth Management Paraplanner & Client Associate
Wealth Management Paraplanner & Client Associate
130 raymond james financial servicesScottsdale, AZ
3 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsBrokerage Clerks
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Raymond James' Key Wealth group is seeking a Registered Client Associate & Paraplanner to support financial advisors with client service, data entry, and planning prep. The role emphasizes accuracy, adherence to procedures, and strong communication across client channels. The ideal candidate has 3+ years in wealth management, SIE/Series 7/63 or equivalent licenses, and experience with CRM systems and Office 365. Onsite work with no travel beyond the branch is expected.
Also on the board Same function, level within a rung
Level
Mid
Location
Scottsdale, AZ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago