Financial Planning Software Support Analyst

Financial Planning Resource

Under limited supervision uses specialized, knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors (FAs). Provide a high level of support and training for the firm's financial planning applications. Participate in projects of moderate scope and complexity that require cross functional coordination. Serve as a resource to Financial Advisors (FAs) and their assistants regarding overall Financial planning strategies. Some of the strategies may include but not limited to Social Security, Tax Planning, Long term-care, Life Insurance etc. Resolves or recommends solutions to complex problems. Deliver superior client service through accuracy, timeliness and consistency.

Essential Duties and Responsibilities :

• Serves as a resource for FAs in designing a retirement plan analysis for clients and prospects that meets their overall retirement needs.
• Analyzes certain aspects and / or the retirement plan circumstances of a client / prospect in conjunction with the FA and recommendations.
• Evaluates overall individual and employer-based retirement needs, researches various options, and provides retirement planning alternatives utilizing third party software tools.
• May respond to FA questions by telephone, email and occasional personal visits.
• May create presentations and instruct in various training programs attended by FAs.
• Performs other duties and responsibilities as assigned.
• Develops and leads the education and training for the end user.
• Provides training around key Goal Planning & Monitoring functionality, such as basic use through advanced Goal Planning & Monitoring plans. Training is scheduled around subject matters as pertinent to the time frame. This will be accomplished through several types of training : over the phone, via remote access of advisors computer and webinars.
• Takes ownership of and independently handles the resolution of escalated issues and complex problems; performs analysis on escalated issues and reengineer procedures to prevent reoccurrence.
• Install, troubleshoot and resolve problems on a wide variety of commercial and proprietary software.
• Understand and demonstrate a basic knowledge of other RJ systems as well as other third party Vendor applications, such as Morningstar and Hidden Levers.
• Contributes feedback to overall improvement of the Goal Planning & Monitoring application, as well as Client Reporting and assists in implementing corrective actions and solutions as necessary.
• Clearly and professionally communicate technical information to others.
• Monitor the call tracking system for new problem reports and change requests in addition to troubleshooting and resolving requests within required time limits.
• Provide detailed documentation on all calls in the call tracking system (AECRM).
• Document product problems and their resolutions in a solutions database for future analyst reference.
• Stay abreast of, and comply with, company and department policies and procedures.
• Effectively communicate to clients, peers, and management any system issues that affect the quality or reliability of supported systems.
• Test new product releases in conjunction with software development.
• Represent department and supported products at company meetings, events, and conferences, when needed.
• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities :

Skill in :

Ability to :

Educational / Previous Experience Requirements :

Education : Bachelor's

Work Experience :

General Experience - 3 to 6 years

Certifications :

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

Travel : Less than 25%

Workstyle : Hybrid

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.