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Financial Planning Consultant
at Raymond James
Mid LevelNo visa sponsorshipOther
Posted 9 hours ago
No clicks
- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Financial Planning Consultant** required for our wealth management firm. Core responsibilities: Develop personalized financial strategies, manage client portfolios, and stay updated with financial trends. Proven experience (5+ years) in finance, CFP certification, proficient in Bloomberg Terminal and FactSet. Strong communication skills, detail-oriented.
No additional description provided.
