Financial Planning Consultant- Naples, FL

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

• 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

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.