Strategic Financial Planner & Retirement Specialist
raymond jamesSt Louis, MO
Strategic Financial Planner & Retirement Specialist
raymond jamesSt Louis, MO
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesPension FundsAbout the 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
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JOB OVERVIEW
Experience level
Senior
Location
St Louis, MO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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