Wealth Planning Consultant - Client-Focused Advisor Support

Raymond James; Greenwood (IN); Vor Ort; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Benefits package

Zusammenfassung

Raymond James & Associates is seeking a knowledgeable financial planning professional to serve clients with portfolio design, retirement and estate planning, tax guidance and education. You will collaborate with Financial Advisors to review goals, analyze data, and prepare tailored plans.

You will present recommendations, maintain client relationships, and stay current on market trends to provide accurate advice and timely service.

Qualifikationen

• Bachelor's degree in a related field with 2+ years in financial planning, retirement or estate planning.
• SIE required; Series 7, 63/65/66 as required by state; ability to obtain Paraplanner designation within 2–5 years.

Aufgaben

• Partner with Financial Advisor to review client portfolios and goals.
• Evaluate retirement needs and research planning alternatives.
• Provide risk management and insurance recommendations as needed.
• Design tailored financial analyses and comprehensive plans.
• Prepare presentations communicating recommendations and options.
• Maintain client files and coordinate communications with clients.
• Monitor client situations and respond to questions via phone, email or meetings.
• Educate clients on securities markets and estate planning basics.

Kenntnisse

Financial analysis

Client communication

Retirement planning

Estate planning

Tax planning

Research

Ausbildung

Bachelor's degree in related field

Accounting

Business Administration

Finance

Jobbeschreibung

Raymond James & Associates is seeking a knowledgeable financial planning professional to serve clients with portfolio design, retirement and estate planning, tax guidance and education. You will collaborate with Financial Advisors to review goals, analyze data, and prepare tailored plans.

You will present recommendations, maintain client relationships, and stay current on market trends to provide accurate advice and timely service.