- Company: Raymond James
- Location: Beachwood, Ohio
- Salary: Pay not listed
Raymond James at a glance
raymondjames.com- Founded 1962
- Ticker RJF
Registered as a global legal entity (LEI 549300QR3RXJKWZMK182, CA) — via GLEIF
Raymond James Financial (NYSE: RJF) is a U.S. multinational investment bank and financial services firm founded in 1962 and headquartered in St. Petersburg, Florida. Through subsidiaries it serves individuals, corporations, and municipalities with financial planning, investment banking, and asset management. Background: Wikipedia; site domain raymondjames.com.
6,560 Wikipedia views in July 2026 — a rough gauge of public visibility.
Raymond James - Beachwood, Ohio
About the Role
The Financial Planning Consultant role at Raymond James involves collaborating closely with a Financial Advisor to review clients' current portfolio design, understand their goals, enter client data, and conduct comprehensive financial analysis. The consultant will also evaluate overall individual and employer-based retirement needs, research various options, and recommend planning alternatives.
Responsibilities
- Partner with Financial Advisors to review and analyze clients' portfolios
- Understand and document client goals for personalized financial planning
- Enter and manage client data in the company’s systems
- Conduct thorough financial analysis to provide insights and recommendations
- Evaluate individual and employer-based retirement needs, researching various options
- Recommend appropriate planning alternatives based on research findings
What You Bring
- A proven track record in financial planning or a related field
- Strong analytical skills with the ability to interpret complex data
- Excellent communication and interpersonal skills for client interaction
- Familiarity with financial analysis tools and software
- Experience in retirement planning, risk management, and investment strategies
Working at Raymond James
At Raymond James, you will be part of a dynamic team dedicated to providing exceptional service. The company offers a supportive work environment with opportunities for professional growth and development. Our commitment to client satisfaction is reflected in the high standards we maintain.
Apply Today
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You’ll finish your application on the employer’s website. We don’t ask for a resume on this page.
Explore Raymond James online
What people say about Raymond James
- Demis Hassabis AI future:It'll be 10 times bigger than the Industrial Revolution
- IPhone struggles to gain ground in China
- Perplexity AI's new tool for researching the stock market
- Analysts estimate Nvidia owns 98% of the data center GPU market
Recent news
- Raymond James Maintains a Strong Buy on Coherent Corp. (COHR) - Yahoo Finance
- Raymond James Sets Wall Street's Highest Price Target on SpaceX Stock at $800. Here's the Math Behind the 425% Upside Call. - The Motley Fool
- Weyerhaeuser raised to Strong Buy at Raymond James after 'overreaction' to Q2 update (WY:NYSE) - Seeking Alpha
- Global Wealth Solutions Group and Lisa Detanna Bring Financial Literacy to Local Youth During Raymond James Cares Month - Morningstar
- Concurrent enters Maryland, sees expanding definition of ‘breakaway’ advisor - InvestmentNews
Aggregated from public discussions and news; opinions are the authors’ own.
Working in Beachwood, Ohio
Weather right now in Beachwood, Ohio: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind: · Pollen:
The listing is in Beachwood, Ohio, Ohio (44122 area). Ohio is a Midwestern state bordering Pennsylvania, West Virginia, Kentucky, Indiana, Michigan, and Ontario to the north.
Ohio is a state in the Midwestern region of the United States. It borders the Canadian province of Ontario to the north, Pennsylvania to the east, West Virginia to the southeast, Kentucky to the southwest, Indiana to the west, and Michigan to the northwest. Ohio is the 34th-largest state by area, at 44,825 sq mi (116,100 km2), and the seventh-most populous state, with a population of nearly 11.9 m
Note: US observes a public holiday on Sep 7 — Labour Day.
🇺🇸 Relocation safety for US: Exercise Normal Caution — via Warnely, CC BY 4.0
National unemployment rate in US: 4.2% — via World Bank
Private-sector wage growth (year over year): 3.1% — via FRED
National quits rate: 2.0% — via FRED (BLS JOLTS)
Weekly initial unemployment claims: 209,000 — via FRED
GDP per capita in US: $90,027 — via World Bank
Consumer price inflation in US: 2.9% (annual) — via World Bank
Real GDP growth in US: 2.2% (annual) — via World Bank
Average hours worked per year in US: 1,800 — via OECD
Cost of living in Ohio: 7.2% below the national average — via BEA
Minimum wage in Ohio: $11.00/hr — via FRED
Real GDP per capita in Ohio: $61,709 — via FRED
Home prices in Ohio (year over year): +4.8% — via FRED
Median household income in Cuyahoga County: $62,823 — via US Census ACS / Data USA
Average commute time in Cuyahoga County: 24 min — via US Census ACS / Data USA
Most common commute in Cuyahoga County: Drove Alone (70%) — via US Census ACS / Data USA
Households with home internet in Cuyahoga County: 90% — via US Census ACS / Data USA
Typical climate: average high 59°F / low 46°F year-round (summers around 80°F, winters around 26°F) — via NOAA 1991-2020 Normals
Walkability: Above average walkable — via EPA National Walkability Index
Typical rent nearby: $1,058/mo · $1,279/mo — via HUD Fair Market Rents
- Elevation 365m (1,198 ft)
Source: Wikipedia (state)
Build the skills for this role
Core skills for this title include client discovery, cash-flow and retirement planning concepts, investment basics, CRM discipline, and clear written recommendations. No certification resources or costs were provided in the cert data.
Practice a short discovery-to-plan walkthrough: goals, risk tolerance, constraints, and next steps at a diversified firm like Raymond James. Ask how the Beachwood team splits planning, product support, and compliance oversight.
Best suited to advisors who want on-site Beachwood client work inside Raymond James’s planning and wealth franchise (RJF), not a remote-first role.
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
Listing facts
- Role Financial Planning Consultant
- Employer Raymond James
- Location Beachwood, Ohio
- Type Full Time
- Pay (from listing) Pay not listed
- Posted August 18, 2026
- Apply by September 18, 2026
- Country United States
- Overview Full job description on this page (234 words)
Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.
Public discussions & open sources
Attributed public threads and profiles — not employee reviews or star ratings.
- Hacker News — Demis Hassabis AI future:It'll be 10 times bigger than the Industrial Revolution
- Hacker News — IPhone struggles to gain ground in China
- Hacker News — Perplexity AI's new tool for researching the stock market
- Hacker News — Analysts estimate Nvidia owns 98% of the data center GPU market
Cached public sources (Hacker News, Dev.to, GitHub, etc.).
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