BBF Wealth
Financial Planning Associate page is loaded## Financial Planning Associatelocations:
Land o Lakes, Florida - United Statestime type:
Full timeposted on:
Posted 24 Days Agojob requisition id:
R-0007255**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**ResidentAt 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 firmAt 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.#LI-LS1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Land o Lakes, Florida - United Statestime type:
Full timeposted on:
Posted 24 Days Agojob requisition id:
R-0007255**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**ResidentAt 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 firmAt 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.#LI-LS1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr