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 <25%.
#J-18808-LjbffrStrategic Financial Planner & Retirement Specialist in st. louis at Unknown Company
This position is listed as full time and onsite.