Senior Financial Planner

Senior Financial Planner

How does the role impact the organization?

The Senior Financial Planner is an integral member of our team that dedicated to delivering service excellence in supporting our Raymond James advisory teams (advisors) and their clients.

What will your role be responsible for?

• Prepares and delivers high quality modular and comprehensive planning deliverables for RJL clients.
• Manages each RJL client planning engagement from the initial discovery meeting, gathering client data, entering client data, working with the client’s other professional advisors, interpreting planning information and output, and generating and delivering client planning deliverable.
• Works collaboratively with all members of the Total Wealth Solutions team to deliver best in class financial planning deliverables and support to our advisors, their clients, internal partners, and stakeholders.
• Builds strategic relationsh...