Strategic Financial Planner for Advisors

Raymond James Financial, Inc.; Pennsylvania; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

Raymond James Financial, Inc. is seeking a Financial Planning Consultant to partner with Financial Advisors in Devon, PA. You will review client portfolios, analyze goals, and design comprehensive plans addressing retirement, estate, tax and education funding needs.

The role involves presenting recommendations, coordinating meetings, and educating clients on market factors. A 3+ year financial services background and required licenses support ongoing professional development.

Qualifications

• Bachelor’s degree in related field and 3 years’ experience in financial services.
• SIE required; Series 7; Series 63 and/or 65/66 as required by state or within six months.

Responsibilities

• Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
• Evaluates retirement needs, researches options, and recommends planning alternatives.
• Researches and provides recommendations related to risk management, including insurance.
• Designs and recommends a tailored financial analysis or comprehensive plan for clients and prospects.
• Prepares presentations that communicate recommendations and alternatives clearly.

Skills

Financial planning

Retirement planning

Estate planning

Client communication

Tax consulting

Portfolio design

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

Job description

Raymond James Financial, Inc. is seeking a Financial Planning Consultant to partner with Financial Advisors in Devon, PA. You will review client portfolios, analyze goals, and design comprehensive plans addressing retirement, estate, tax and education funding needs.

The role involves presenting recommendations, coordinating meetings, and educating clients on market factors. A 3+ year financial services background and required licenses support ongoing professional development.