Financial Planning Associate
Raymond James Financial, Inc.
Bend, Deschutes County · United States
About this role
Responsibilities Assist with account opening, transfers and maintenance Support advisors with research, data entry, and plan implementation Maintain CRM records and ensure compliance Partner with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. Evaluate overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives. Perform detailed document r…
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