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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.
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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
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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.
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