Financial Planning Consultant (Marco Island, FL)

Raymond James is seeking a Financial Planning Consultant to partner with Financial Advisors and their clients. This role involves analyzing client financial situations, developing comprehensive financial plans, and providing recommendations on portfolio design, retirement, risk management, estate planning, education funding, and small business planning. The consultant will prepare presentations, conduct detailed document reviews, and ensure compliance with firm policies.

• Partner with Financial Advisors to review client portfolios and goals
• Analyze client data and conduct financial analysis
• Evaluate retirement needs and recommend planning alternatives
• Research and recommend risk management and insurance solutions
• Design and present tailored financial plans
• Monitor client financial situations and respond to inquiries