Financial Planning Consultant - Devon, Pa

Raymond James

Devon, PA, US
Remote
Portfolio design
Income tax consulting
Retirement planning
Raymond James is seeking a Financial Planning Consultant for their Devon, PA location, where the candidate will support Financial Advisors and clients in various financial planning areas. The role involves conducting financial analyses, preparing tailored financial plans, and maintaining client relationships

Job Summary

  • Serve as a resource to Financial Advisors and their clients regarding overall financial planning issues.
  • Partner with Financial Advisors to review client portfolios, understand goals, and conduct financial analysis.
  • Design and recommend tailored financial analyses or comprehensive financial plans to meet client needs and goals.

Matching Summary

Match Score: 85

Raymond James is seeking a Financial Planning Consultant for their Devon, PA location, where the candidate will support Financial Advisors and clients in various financial planning areas. The role involves conducting financial analyses, preparing tailored financial plans, and maintaining client relationships.

Skills & Requirements

Must-have

  • portfolio design
  • income tax consulting
  • retirement planning
  • risk management
  • estate planning
  • education funding
  • small business planning

Nice-to-have

  • client-first approach
  • continuous learning
  • collaboration with advisors

Key Requirements

  • Bachelor's degree in a related field
  • 3 years experience in financial services
  • SIE, Series 7, Series 63, 65/66 licenses
  • 13 months to 3 years general experience

Work Rights

Not specified

Tailored Resume

Cover Letter