Strategic Financial Planner for Advisors

Raymond James Financial, Inc.; Georgetown, Northern (TX, KY); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid time off

Life insurance

Disability benefits

Job summary

Raymond James Financial, Inc. is seeking a Financial Planning Consultant in Georgetown, TX to collaborate with Financial Advisors, analyze client portfolios, and develop comprehensive financial plans.

You will communicate recommendations, educate clients on investment strategies, and support estate and education funding planning. The role requires SIE and FINRA licenses with Series 7/63/65/66 as needed, plus 3–6 years in financial services.

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• SIE and FINRA Series 7; Series 63/65/66 as required.
• 3–6 years of experience in the financial services industry with emphasis on financial, retirement and estate planning.

Responsibilities

• Partner with Financial Advisor to review client portfolios and goals; conduct financial analysis.
• Evaluate retirement needs and propose planning alternatives.
• Design and present tailored financial plans and recommendations to clients.
• Prepare and coordinate client communications and meetings; follow up on transactions and servicing.
• Educate clients on investment products, estate planning options, and 529 education funding.

Skills

SIE

Series 7

Series 63

Series 65

Series 66

Financial planning

Client communication

Education

Bachelor’s degree

Job description

Raymond James Financial, Inc. is seeking a Financial Planning Consultant in Georgetown, TX to collaborate with Financial Advisors, analyze client portfolios, and develop comprehensive financial plans.

You will communicate recommendations, educate clients on investment strategies, and support estate and education funding planning. The role requires SIE and FINRA licenses with Series 7/63/65/66 as needed, plus 3–6 years in financial services.