Raymond James
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 client requests, as needed Provide back-up support for the 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. and Raymond James Financial Services Advisors, Inc. 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. Seniority level
Associate Employment type
Full-time Job function
Finance, Customer Service, and Administrative Get notified about new Financial Planning Associate jobs in Land O\'Lakes, FL.
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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 client requests, as needed Provide back-up support for the 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. and Raymond James Financial Services Advisors, Inc. 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. Seniority level
Associate Employment type
Full-time Job function
Finance, Customer Service, and Administrative Get notified about new Financial Planning Associate jobs in Land O\'Lakes, FL.
#J-18808-Ljbffr