Financial Planning Software Support Analyst I

Raymond James • Saint Petersburg, FL

4d • Hybrid

About The Position

Under limited supervision, the Financial Planning Software Support Analyst I uses experience, specialized training, or certification to support Financial Advisors and branch professionals with financial planning strategies, including tax planning, Social Security, long-term care, and life insurance. The analyst helps develop retirement plan analyses, evaluates client and employer-based retirement needs, researches options, and provides planning alternatives using third-party software tools.

The role provides client service and technical support through telephone, email, and occasional in-person meetings. It includes training users on Goal Planning & Monitoring functionality, resolving escalated and complex issues, troubleshooting commercial and proprietary software, documenting product problems and resolutions, and testing new software releases. The analyst may also create presentations, deliver training, represent the department at company events, and perform other assigned duties.

This position follows a hybrid workstyle and requires less than 25% travel. The role requires obtaining the Wealth Management Specialist (WMS) designation within nine months of the first day of employment.

Requirements

• Any equivalent combination of experience, education, and/or training.
• General experience of 3 to 6 years.
• Obtain the Wealth Management Specialist (WMS) designation within nine months of the first day of employment.
• Knowledge of financial industry concepts, including security reorganizations, compliance requirements, alternate security valuations, cost basis, and gain/loss.
• Knowledge of securities products, including equities, fixed income, annuities, and options; various investment and retirement accounts; external accounts and data aggregation; portfolio management applications; contact management applications; and proprietary broker and financial planning applications.
• Knowledge of computer hardware and software support concepts, practices, and procedures; software installation and removal; computer maintenance, backup, and restoration; and data networks and protocols.
• Skill in operating personal computers, peripheral equipment, and telecommunication devices; using operating-system administration and diagnostic tools; and remotely controlling end-user computers.
• Ability to learn and apply new information, skills, and processes quickly and provide comprehensive, objective analysis.
• Organization and attention to detail, and proficiency with Microsoft Office applications.
• Ability to diagnose and solve computer hardware, software, peripheral equipment, data communications, and network problems.
• Ability to provide a high level of customer service and handle stressful situations calmly, courteously, and professionally.
• Ability to apply critical thinking to identify the nature of problems and clearly communicate resolutions.
• Ability to work collaboratively and independently as needed.
• Effective oral and written communication skills.
• Ability to manage multiple tasks and changing priorities to meet deadlines in a fast-paced environment.
• Ability to read, interpret, and apply information from technical manuals and other materials.
• Initiative and self-direction when performing tasks.
• Bachelor’s degree in Business Administration or Finance.

Responsibilities

• Serve as a resource for Financial Advisors designing retirement plan analyses that address clients’ and prospects’ needs and goals.
• Analyze client or prospect retirement plan circumstances in conjunction with Financial Advisors and their recommendations.
• Evaluate individual and employer-based retirement needs, research options, and provide retirement planning alternatives using third-party software tools.
• Respond to inquiries by telephone, email, and occasional in-person meetings.
• Create presentations and instruct in training programs as needed.
• Provide training on key Goal Planning & Monitoring functionality.
• Take ownership of escalated issues and complex problems, independently resolving them and performing analysis as needed.
• Troubleshoot and resolve problems across a wide range of commercial and proprietary software.
• Maintain basic knowledge of other Raymond James systems and third-party vendor applications.
• Provide feedback to improve Goal Planning & Monitoring.
• Communicate technical information clearly and professionally.
• Document product problems and resolutions in a solutions database for future analyst reference.
• Test new product releases in conjunction with software development.
• Represent the department and supported products at company meetings, events, and conferences when needed.
• Perform other duties and responsibilities as assigned.

Benefits

• Medical, dental, and vision coverage may be included.
• Life insurance, critical illness insurance, and accident insurance may be included.
• Disability benefits may be included.
• Retirement savings may be included.
• Paid time off, including vacation, holidays, and sick leave, may be included.
• Parental leave may be included.
• Benefits eligibility and specific offerings may vary based on position and employment status.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level