Job Description Summary
We are a boutique wealth planning practice dedicated to serving a select group of clients with highly personalized guidance. We are seeking a Financial Planning Consultant to help design and deliver customized financial strategies, support client relationships, and contribute to our collaborative, client-first team.
Job Description
Key Responsibilities
Skills
Education
Certifications
Work Experience
What We Offer
Education
Bachelor's : Accounting, Bachelor's : Business Administration, Bachelor's : Finance, High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc., 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)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to :
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Financial Consultant • Naples, FL, United States