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Financial Planning Consultant

at Raymond James

Mid LevelNo visa sponsorshipOther

Posted 20 hours ago

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Compensation

Not specified

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City

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Country

United States

**Financial Planning Consultant** sought for growing wealth management firm.igts 5+ years' experience in financial planning, CFP certification a plus. Develop and implement strategic financial plans, utilizing industry-standard tools such as MoneyGuide and eMoney. Offer personalized advice, manage client portfolios, and collaborate with tax and investment professionals. Proven track record of building and maintaining client relationships. Strong math skills, proficiency in MS Office Suite, and knowledge of investment products essential. Senior-level role, offering leadership opportunities.