Senior Financial Planning Specialist
5 days ago
M.Y. Private Wealth, a proud member of the Raymond James network, is seeking a highly skilled Financial Advisor to lead our team of financial planners. As a leader in the financial planning industry, we provide our clients with expert advice and guidance to help them achieve their financial goals.
In this role, you will have the opportunity to leverage your expertise to develop and implement comprehensive financial plans for our high-net worth clients. You will also be responsible for managing a team of financial planners, providing coaching and mentorship to ensure their success.
Raymond James Ltd is committed to investing in the development of our advisors. We offer a comprehensive training program, ongoing education opportunities, and access to a wide range of investment products and services. As a result, you'll be able to:
* Enhance your knowledge and skills through ongoing education and training
* Collaborate with experienced professionals to drive growth and success
* Enjoy access to a wide range of investment products and services
* Develop and implement innovative financial solutions for our clients
Key Requirements:
* Minimum 5 years of industry experience as a Financial Advisor
* Fully licensed (securities/mutual funds & insurance)
* Proven leadership and team management skills
* Strong analytical and problem-solving skills
Salary Estimate: $120,000 - $180,000 per year, depending on experience.
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Senior Financial Planning Specialist
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