Financial Planning Consultant

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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