Financial Planning Consultant- Destin, Fl

Raymond James

Destin, FL, USA
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Financial planning issues
Portfolio design
Retirement planning
** Raymond James is seeking a Financial Planning Consultant in Destin, FL, to assist Financial Advisors and clients with various financial planning needs, including retirement, estate planning, and risk management. The ideal candidate should possess a Bachelor's degree and relevant experience in the financial services industry, along with necessary certifications. **

Job Summary

  • Serve as a resource to Financial Advisors and their clients regarding overall financial planning issues.
  • Partner with Financial Advisors to review clients’ current portfolio design, understand client goals, and conduct financial analysis.
  • Continuously monitor clients’ financial situations with detail and accuracy, looking at their overall financial picture.

Matching Summary

Match Score: 75

** Raymond James is seeking a Financial Planning Consultant in Destin, FL, to assist Financial Advisors and clients with various financial planning needs, including retirement, estate planning, and risk management. The ideal candidate should possess a Bachelor's degree and relevant experience in the financial services industry, along with necessary certifications. **

Skills & Requirements

Must-have

  • Financial planning issues
  • Portfolio design
  • Retirement planning
  • Risk management
  • Estate planning
  • Education funding
  • Small business planning

Nice-to-have

  • Client-first approach
  • Integrity and independence
  • Long-term view

Key Requirements

  • Bachelor's degree in related field
  • Three years experience in financial services
  • SIE, Series 7, Series 63, 65/66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter