Financial Planning Consultant- Destin, Fl

Raymond James

Destin, FL, USA
Hybrid
Portfolio design expertise
Retirement planning skills
Risk management knowledge
The role involves partnering with Financial Advisors to analyze client portfolios and recommend financial strategies

Job Summary

  • The role involves partnering with Financial Advisors to analyze client portfolios and recommend financial strategies.
  • Continuous education in the financial industry is emphasized to stay updated on market trends.
  • Raymond James promotes a people-first culture that values diversity and professional growth.

Matching Summary

The role involves partnering with Financial Advisors to analyze client portfolios and recommend financial strategies.

Skills & Requirements

Must-have

  • Portfolio design expertise
  • Retirement planning skills
  • Risk management knowledge

Nice-to-have

  • Strong communication skills
  • Client relationship management
  • Team collaboration abilities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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