Raymond James Financial, Inc.
Financial Planning Consultant- Naples, FL
Raymond James Financial, Inc., Naples, Florida, United States, 33939
Key Responsibilities
Assist in developing and presenting comprehensive financial plans.
Research and analyze investment, tax, retirement, and estate planning strategies.
Prepare client meeting materials and follow up on action items.
Support and strengthen client relationships through responsive communication.
Update financial plans as client needs and circumstances evolve.
Stay current on planning concepts, regulations, and best practices.
Skills Strong analytical, organizational, and communication skills.
Proficiency in financial planning software and Microsoft Office Suite.
Client-centered mindset with a passion for building long-term relationships.
Education Bachelor’s degree in Finance, Accounting, Economics, or related field, High School (HS) (Required) Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA)
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
CFP designation (or progress toward) strongly preferred.
Work Experience 3+ years of financial planning or wealth management experience. What We Offer A boutique, client-focused environment where relationships come first.
A supportive, collaborative team culture.
Competitive compensation and benefits.
Professional growth opportunities, including support for continuing education and certifications.
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Research and analyze investment, tax, retirement, and estate planning strategies.
Prepare client meeting materials and follow up on action items.
Support and strengthen client relationships through responsive communication.
Update financial plans as client needs and circumstances evolve.
Stay current on planning concepts, regulations, and best practices.
Skills Strong analytical, organizational, and communication skills.
Proficiency in financial planning software and Microsoft Office Suite.
Client-centered mindset with a passion for building long-term relationships.
Education Bachelor’s degree in Finance, Accounting, Economics, or related field, High School (HS) (Required) Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA)
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
CFP designation (or progress toward) strongly preferred.
Work Experience 3+ years of financial planning or wealth management experience. What We Offer A boutique, client-focused environment where relationships come first.
A supportive, collaborative team culture.
Competitive compensation and benefits.
Professional growth opportunities, including support for continuing education and certifications.
#J-18808-Ljbffr