Wealth Management Paraplanner & Client Associate

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.