Financial Planning Consultant

Raymond James

Financial analysis skills
Portfolio design experience
Risk management knowledge
The Financial Planning Consultant serves as a resource to Financial Advisors and their clients regarding overall financial planning issues

Job Summary

  • The Financial Planning Consultant serves as a resource to Financial Advisors and their clients regarding overall financial planning issues.
  • This role involves evaluating retirement needs, researching options, and recommending tailored financial plans.
  • Raymond James values a people-first culture that respects the uniqueness and backgrounds of all associates.

Matching Summary

The Financial Planning Consultant serves as a resource to Financial Advisors and their clients regarding overall financial planning issues.

Skills & Requirements

Must-have

  • financial analysis skills
  • portfolio design experience
  • risk management knowledge

Nice-to-have

  • client communication skills
  • team collaboration
  • ongoing education mindset

Key Requirements

  • Bachelor’s degree in related field
  • three years experience in financial services
  • SIE and Series 7 licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter