MogiRaymond James
Financial Planning Software Support Analyst I
HybridFull-time
About the job
Job Description Summary Job Description Under limited supervision uses knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and branch professionals regarding overall financial planning strategies. Some of the strategies may include but not limited to tax planning, social security, long term-care, life insurance, etc. Resolves or recommends solutions to complex problems. Deliver superior client service through accuracy, timeliness and consistency. Essential Duties and Responsibilities - Serves as a resource for FAs in designing a retirement plan analysis for clients and prospects that meets their overall...