Financial Planning Consultant
Location
Florida
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Financial Planning Consultant
Raymond James
• Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis. • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives. • Researches and provides recommendations related to risk management concerns, including insurance. • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals. • Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design. • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan. • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case. • Prepares files for meetings with existing and new clients. • Prepares, coordinates and follows through on any needed communication with new or existing clients. • Continuously monitors clients’ financial situations with detail and accuracy, with the ability to look at their overall financial picture. • Responds to client questions by telephone, email and occasional personal visits. • Educates client on the functions of various securities markets and the principal factors that affect them. • Provides guidance on estate planning options and techniques. • Responds to and directs education funding questions including 529 savings plans. • Assists with guidance on small business planning. • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate. • May participate in client presentations. • May open, transfer, and close customer accounts and maintain appropriate account records. • May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions. • Ensures firm and regulatory policies are followed within compliance standards. • Perform other duties and responsibilities as assigned.
Job Requirements
- Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services
- An equivalent combination of experience, education and/or training as approved by Human Resources
- Licenses: SIE required provided that an exemption or grandfathering cannot be applied
- Series 7
- Series 63, 65 and/or 66 as required by state or ability to obtain within six months
Benefits
- medical, dental, and vision
- life insurance
- critical illness insurance and accident insurance
- disability benefits
- retirement savings
- paid time off (including vacation, holidays, and sick leave)
- parental leave
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