Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our 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.
As a Financial Planning Consultant at Raymond James in Beachwood, the day typically mixes client discovery, plan updates, portfolio and cash-flow discussions, and documented recommendations inside a full-service wealth platform. Expect scheduled meetings, follow-ups with specialists, and compliance-minded notes rather than a remote-only workflow.
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.
The listing marks remote as 0, so expect an on-site or hybrid Beachwood, Ohio presence rather than fully remote.
It is an independent investment bank and financial services company focused on planning, investment banking, and asset management for individuals, corporations, and municipalities.
See the Raymond James Financial Wikipedia page and company news such as community literacy coverage on Morningstar.
Website: raymondjames.com
Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. The company is headquartered in St. Petersburg, Florida.
Public cache only — not an employee review.
Raymond James - Beachwood, Cuyahoga County 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 To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
Generated for personal interview prep · 2026-08-20 UTC · getajob.ai