Job Description Summary

Independent Financial Services (IFS) is a dynamic and client-focused financial advisory firm committed to delivering personalized wealth management solutions. Our team thrives on collaboration, integrity, and continuous growth. We’re seeking a Financial Planning professional to support our advisors and clients with precision and care.

IFS offers a competitive compensation package, professional development support, and career advancement opportunities.

Job Description

This position blends financial planning support with client service excellence. You’ll assist advisors in preparing financial plans, managing client communications, and ensuring operational efficiency. It’s ideal for someone who enjoys both analytical work and building strong client relationships.

Key Responsibilities

• Prepare and update financial plans, reports, and investment proposals
• Assist with account opening, transfers, and maintenance
• Coordinate client meetings and follow-up tasks
• Maintain CRM records and ensure compliance documentation is complete
• Serve as a liaison between clients and advisors for service-related inquiries
• Support advisors with research, data entry, and plan implementation
• Assist with clients requests, as needed
• Provide back-up support for team, as needed

Knowledge, Skills and Abilities:

• Proficiency in Microsoft Office Suite
• Proficiency in CRM and financial planning software
• Exceptional communication skills
• High attention to detail and a client-first mindset

Preferred Qualifications

• Bachelor’s degree in Finance, Business, or related field
• Series 7 and 66 licenses
• Familiarity with tax, trust and estate planning

Education

Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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