Wealth Planning Consultant

Raymond James Financial, Inc.; Ridgefield (CT); On-site; USD 55,000 - 85,000; Full time

Job summary

Raymond James Financial, Inc. in Ridgefield, CT seeks an experienced financial professional to support Financial Advisors by crafting comprehensive financial plans and analyses. You will review client portfolios, identify goals, and design tailored strategies across retirement, estate planning, tax, and risk management.

The role involves preparing presentations and maintaining client communications while ensuring regulatory compliance and accurate record-keeping.

Qualifications

• 2+ years of experience in financial planning, retirement or estate planning fields.
• Bachelor’s degree required.
• SIE and Series 7 licenses required, with state-specific licenses as needed.

Responsibilities

• Review client portfolios with Financial Advisor and perform financial analysis.
• Design and present tailored financial plans addressing client goals.
• Educate clients on securities markets and planning options.
• Ensure compliance with firm and regulatory policies.

Skills

Portfolio design

Tax planning

Retirement planning

Estate planning

Risk management

Small business planning

Education

Bachelor’s degree

Job description

Raymond James Financial, Inc. in Ridgefield, CT seeks an experienced financial professional to support Financial Advisors by crafting comprehensive financial plans and analyses. You will review client portfolios, identify goals, and design tailored strategies across retirement, estate planning, tax, and risk management.

The role involves preparing presentations and maintaining client communications while ensuring regulatory compliance and accurate record-keeping.