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Financial Planning Consultant

at Raymond James

Mid LevelNo visa sponsorshipOther

Posted 8 hours ago

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Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States

**Financial Planning Consultant** role involves developing personalized strategies for high net worth clients. Key responsibilities include analyzing clients' financial status, creating tailored financial plans, and monitoring portfolio performance. Required skills are solid financial acumen, excellent communication, and proficiency in financial planning software (e.g., MoneyGuidePro, eMoney). At least 5 years of experience in financial planning is essential, with Series 7 and CFP® certifications preferred. This is a senior-level position requiring knowledge of complex financial instruments and a proven track record in wealth management.