Financial Planning Associate

Raymond James • Land o Lakes, FL

13h • Onsite

About The Position

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.

Requirements

• Proficiency in Microsoft Office Suite
• Proficiency in CRM and financial planning software
• Exceptional communication skills
• High attention to detail and a client-first mindset
• Bachelor’s degree in Finance, Business, or related field
• Series 7 and 66 licenses
• Familiarity with tax, trust and estate planning
• Bachelor’s: Business Administration (Required)
• Bachelor’s: Finance (Required)
• General Experience - 3 to 6 years
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees