Strategic Financial Planner & Client Solutions

raymondjames; Georgetown (TX); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Texas is seeking a financial planning professional to support Financial Advisors and their clients with portfolio design, retirement planning, and estate planning. The role involves conducting financial analysis, preparing tailored plans, and communicating recommendations.

Requires Bachelor's degree and 3 years in financial services; licenses SIE and Series 7/63/65/66 as applicable; travel less than 25%; comprehensive benefits are included.

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 or in marketing these services.

Responsibilities

• Partner with Financial Advisor to review clients' current portfolio design and goals, enter client data and conduct financial analysis.
• Evaluate retirement needs and research options, recommending planning alternatives.
• Provide risk management and insurance planning recommendations.
• Design tailored financial analyses and comprehensive plans to meet client needs and goals.
• Prepare presentations communicating recommendations and alternatives.
• Review client information and documents to develop plans across the financial planning spectrum.
• Prepare files for client meetings and coordinate communications with clients.
• Monitor clients' financial situations and respond to client questions by phone, email, or in person.

Skills

Financial analysis

Portfolio design

Retirement planning

Client education

Education

Bachelor's degree

Job description

Raymond James in Texas is seeking a financial planning professional to support Financial Advisors and their clients with portfolio design, retirement planning, and estate planning. The role involves conducting financial analysis, preparing tailored plans, and communicating recommendations.

Requires Bachelor's degree and 3 years in financial services; licenses SIE and Series 7/63/65/66 as applicable; travel less than 25%; comprehensive benefits are included.