Financial Planning Consultant (Georgetown, TX)

Raymond James is seeking a Financial Planning Consultant in Georgetown, TX to partner with Financial Advisors and their clients. This role involves providing expertise on portfolio design, retirement planning, risk management, estate planning, and more. You will analyze client needs, develop tailored financial plans, and present recommendations.

• Partner with Financial Advisors to review client portfolios and goals
• Conduct financial analysis and develop comprehensive financial plans
• Provide recommendations on retirement, risk management, and estate planning
• Prepare presentations and communicate financial strategies
• Ensure compliance with firm and regulatory policies
• Bachelor's degree and 3 years of financial services experience required