PROFESSIONAL POSITION OPENING

COMPANY:

Wayfinder Wealth Management is an independent financial services practice affiliated with Raymond James Financial and is located in Bohemia, New York.

POSITION TITLE:

Paraplanner / Client Services Associate

INDUSTRY:

Financial & Insurance Services

COMPENSATION:

$40,000 to $80,000 Commensurate with Experience / Submit Salary Requirements

We are seeking a dedicated individual with experience in the financial services and Life, Accident & Health insurance industry. The ideal candidate will have a proactive work ethic and aspire to take on any task and grow within the practice.

Applicant Skills, Attributes, Experience:

Self-motivated learner, outgoing
Demonstrated professional growth
Exceptional client communication skills
Strong problem-solving abilities
Customer service experience
Friendly and outgoing personality

Education / Licensing / Training: (the following are not required but considered an advantage to the successful candidate)

BS or BA Degree
NYS Insurance Licensed for Life, Accident & Health
Securities Licensed: Series 7 & 66 preferred
Documented continuing education and training in:
- Advanced life insurance planning
- Investment management

Wayfinder Wealth Management offers a comprehensive range of financial solutions for individuals and business owners. We guide financial journeys and adopt an advocacy approach, ensuring our solutions align with our clients' best interests.

Raymond James Financial is a diversified financial services company renowned for its client-centric approach, emphasizing personalized financial planning and advice tailored to individual needs. Their motto, "Life Well Planned," underscores their dedication to helping clients achieve their financial goals and navigate the complexities of their financial lives.

For consideration, please send resume to: wfwmgt@gmail.com

Always give people more than they expect to get.

Nelson Boswell

Thoughtful service and tailored strategies, with your needs at the center

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wayfinder Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.