Senior Financial Planning & Retirement Strategy Consultant

Raymond James Financial, Inc.

Walnut Creek (CA)

On-site

USD 70,000 - 110,000

Full time

14 days+

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Raymond James Financial, Inc. is seeking a financial planning professional to partner with clients and advisors. You will review portfolios, enter data, and conduct financial analyses to meet client goals.

The role emphasizes retirement and estate planning with tailored recommendations and clear client communications. You will prepare comprehensive plans, educate clients about markets and investment options, and coordinate meetings while ensuring compliance with firm policies.

Qualifications

Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services.
Equivalent combination of experience, education and/or training as approved by Human Resources

Responsibilities

Review clients’ portfolios, enter data, and conduct financial analysis to design plans.
Evaluate retirement needs and recommend planning alternatives.
Research risk management options, including insurance, and provide tailored financial plans.
Prepare presentations that clearly communicate recommendations and plan design.
Coordinate and follow through on client communications and meetings.
Monitor clients’ financial situations with detail and accuracy.
Respond to client questions via phone, email or in person.
Educate clients on securities markets and performance drivers.
Provide guidance on estate planning options and techniques.
Assist with small business planning.
Prepare files for meetings with clients and prospective clients.
Ensure compliance with firm and regulatory policies.