raymond jamesSt Louis, MO
Strategic Financial Planner & Retirement Specialist
Strategic Financial Planner & Retirement Specialist
Strategic Financial Planner & Retirement Specialist
raymond jamesSt Louis, MO
today
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesPension Funds
Apply for this role →Raymond James in St. Louis is seeking a Financial Advisor to partner with planners, review client portfolios, enter data, and perform financial analyses to meet client goals.
You will assess retirement needs, research options, design tailored plans, and prepare presentations that clearly communicate recommendations.
Requirements:
Bachelor’s degree and 3 years in financial services; SIE and Series 7, 63/65/66 licenses as required; travel
Also on the board Same function, level within a rung
Level
Senior
Location
St Louis, MO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today