Senior Financial Planning Consultant - Client Strategy

Raymond James Financial, Inc.; Denver (CO); On-site; USD 85,000 - 120,000; Full time

Job summary

Raymond James Financial, Inc. seeks a skilled financial professional to review client portfolios, understand goals, and design tailored retirement and estate planning solutions. You will serve as a relationship manager for select clients, present recommendations, and coordinate meetings.

The role requires a Bachelor's degree in a related field with four years in financial services and appropriate licenses (SIE, Series 7, 63/65/66 as required). CFP may be preferred.

Qualifications

• Bachelor’s degree in a related field and four years’ experience in the financial services industry with an emphasis on financial, retirement and estate planning.
• ~or~
• An equivalent combination of experience, education and/or training as approved by Human Resources

Responsibilities

• Reviews clients’ current portfolio design, understands client goals, enters client data, and conducts financial analysis.
• Serves as relationship manager for a subset of existing clients, at discretion of lead Financial Advisors.
• Evaluates retirement needs, researches options, and implements planning alternatives.
• Designs tailored financial analysis or comprehensive financial plan for clients and prospects.
• Prepares presentations that clearly communicate recommendations and alternatives.
• Prepares files for meetings with clients and coordinates communications.
• Continuously monitors clients’ financial situations with detail and accuracy.
• Responds to client questions by telephone, email and in-person visits.

Skills

Financial analysis

Relationship mgmt

Retirement planning

Estate planning

Portfolio design

Compliance

Education

Bachelor's degree in related field

CFP

Job description

Raymond James Financial, Inc. seeks a skilled financial professional to review client portfolios, understand goals, and design tailored retirement and estate planning solutions. You will serve as a relationship manager for select clients, present recommendations, and coordinate meetings.

The role requires a Bachelor's degree in a related field with four years in financial services and appropriate licenses (SIE, Series 7, 63/65/66 as required). CFP may be preferred.