Strategic Financial Planning Advisor

Raymond James; Ridgefield (CT); Vor Ort; USD 36.000 - 78.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Zusammenfassung

Raymond James is seeking a financial planning professional to support Financial Advisors and clients with portfolio design, retirement and estate planning. The role involves analyzing client data, researching planning options, and presenting tailored financial plans.

The position focuses on comprehensive financial planning across investment, tax, retirement, education funding, and small business planning, with ongoing industry education to stay current.

Qualifikationen

• Bachelor’s degree in related field or equivalent experience in financial planning.
• Two or more years of experience in financial, retirement and estate planning.
• SIE and Series 7/63/65/66 licensing as required by state.

Aufgaben

• Review clients’ portfolio design and goals with Financial Advisor and input client data.
• Analyze retirement needs and advise planning alternatives.
• Provide guidance on risk management and estate planning options.
• Prepare and present financial plans and recommendations to clients.

Kenntnisse

Financial planning

Portfolio design

Retirement planning

Estate planning

Education funding

Ausbildung

Bachelor’s Degree in related field

Equivalent combination of experience

Jobbeschreibung

Raymond James is seeking a financial planning professional to support Financial Advisors and clients with portfolio design, retirement and estate planning. The role involves analyzing client data, researching planning options, and presenting tailored financial plans.

The position focuses on comprehensive financial planning across investment, tax, retirement, education funding, and small business planning, with ongoing industry education to stay current.