Financial Planning Consultant

Raymond James is seeking a Financial Planning Consultant to partner with Financial Advisors in reviewing client portfolios, analyzing financial data, and developing tailored financial plans. This role involves researching and recommending solutions for retirement, risk management, and estate planning, as well as preparing client presentations and ensuring compliance with firm policies.

• Partner with Financial Advisors to review client portfolios and goals
• Conduct financial analysis and develop comprehensive financial plans
• Research and recommend solutions for retirement, risk management, and estate planning
• Prepare client presentations and document reviews
• Ensure compliance with firm and regulatory policies
• Requires Bachelor's degree and 3 years of financial services experience