Financial Planning Consultant - Devon, Pa

Raymond James

Devon, PA, US
Financial analysis skills
Portfolio design experience
Risk management knowledge
The role involves partnering with Financial Advisors to review clients' portfolios and understand their goals

Job Summary

  • The role involves partnering with Financial Advisors to review clients' portfolios and understand their goals.
  • You will design tailored financial plans and conduct detailed analyses for clients.
  • Raymond James values a people-first culture that respects diversity and encourages professional growth.

Matching Summary

The role involves partnering with Financial Advisors to review clients' portfolios and understand their goals.

Skills & Requirements

Must-have

  • Financial analysis skills
  • Portfolio design experience
  • Risk management knowledge

Nice-to-have

  • Strong communication skills
  • Client education abilities
  • Team collaboration

Key Requirements

  • Bachelor's degree in finance or related field
  • Three years of experience in financial services
  • SIE and Series 7 licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter