- Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
- Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
- Researches and provides recommendations related to risk management concerns, including insurance.
- Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
- Prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
- Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
- Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
- Prepares files for meetings with existing and new client
- Prepares, coordinates and follows through on any needed communication with new or existing client
- Continuously monitors clients' financial situations with detail and accuracy, with the ability to the look at their overall financial picture
- Responds to client questions by telephone, email and occasional personal visits.
- Educates client on the functions of various securities markets and the principal factors that affect them.
- Provides guidance on estate planning options and techniques.
- Responds to and directs education funding questions including 529 savings plans.
- Assists with guidance on small business planning.
- Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
- May participate in client presentations.
- May open, transfer, and close customer accounts and maintain appropriate account records.
- May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
- Ensures firm and regulatory policies are followed within compliance standard
- Perform other duties and responsibilities as assigned.
- Fundamental investment concepts, practices and procedures used in the securities industry
- Economic and accounting principles and practices, the financial markets, investments and insurance based products.
- Concepts and regulations related to financial planning.
- Company's working structure, policies, mission, strategies, and compliance guidelines.
- Effective verbal and written communication to deliver clear, effective, and professional presentations.
- Identifying the needs of customers through effective questioning and listening technique
- Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
- Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
- Detailed orientation to ensure quality standards are met without impairing workflow.
- Following-up to ensure resolution and completion of tasks.
- Incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options.
- Read and interpret technical and legal documents, and apply the information as appropriate.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing prioritie
- Use oral and written communication skills sufficient enough to interact effectively with and guide clients on various planning options.
- Continuously learn investment products, industry rules and regulations, and financial planning.
- Provide a high level of customer service in a calm, courteous and professional manner.
- Establish and maintain effective working relationships at all levels of the clients.
- Work independently as well as collaboratively within a team environment.
- Analyze daily activity reports for sales practice, suitability and performance issue
- Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services.
- Any equivalent combination of experience, education, and/or training as approved by Human Resources.
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7.
- Series 63, 65 and/or 66 as required by state.
- Registered Paraplanner designation or the ability to obtain within two (2) to five (5) years of hire.
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcome
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
-
planning consultant
1 week ago
State of Florida Fort Walton Beach, United StatesThis position works within the Public Health Preparedness Section (PHP) of the Okaloosa County Health Department (OCHD). This is an independent position leading the Okaloosa County Public Health Preparedness Program and Public Health and Emergency Pr Planning, Consultant, Public ...
-
planning consultant
1 week ago
State of Florida Fort Walton Beach, United StatesRequisition No: · Agency: Department of Health · Working Title: PLANNING CONSULTANT · Pay Plan: Career Service · Position Number: · Salary: $1,895.00 Biweekly · Posting Closing Date: 05/12/2024 · Total Compensation Estimator Tool · OPEN COMPETITIVE JOB POSTING · PENDING VACA ...
-
Crimson Enterprises Destin, United StatesFor over 100 years, we, Kopp Tobaccos GmbH & Co. KG, have been one of the most traditional companies in the cigar and pipe tobacco industry. · Due to the diverse requirements of our import/export/production and distribution system in the tobacco sector, we have a complex IT lands ...
-
ERP consultant with knowledge of Sage 100"
1 week ago
Sapphire Enterprises Shalimar, United StatesAbout the Company · We offer consulting and IT services for all commercial areas of companies, individual programming, as well as server and network technology for medium-sized businesses. We provide you with a challenging role with demanding tasks for our clients. At the same ti ...
-
Financial Accountant
3 weeks ago
Crimson Technologies Cinco Bayou, FL, United States FreelanceFor over 80 years, innovation meets tradition with passion and expertise in Cinco Bayou, FL. · Crane operations, heavy transport, lifting technology, and assembly logistics - as one of the oldest family businesses in Germany in the field of lifting technology and crane operations ...
-
Full-Time Physical Therapist
3 days ago
SunCrest OMNI Niceville, United States Full timeThe Physical Therapist in Home Health is responsible for the assessment and evaluation of patient care needs related to functional status/mobility, endurance/stamina, pain and other medical conditions. Based on this assessment and evaluation, the Physical Therapist works to help ...
-
Horizon Ventures Niceville, United StatesZalando, Flaconi, DHL, FIEGE, Ferrero, Beiersdorf, Fressnapf, Olympus, Daimler, Airbus ... what do all these companies have in common? Significant competitive advantages through sophisticated, highly automated, and above all incredibly efficient logistics systems on an incredible ...
-
Electronics Technician
1 week ago
Velocity Solutions Topsail Beach, United StatesAs a strong support for our existing team, SPIE SAG GmbH, specialist for energy infrastructure in the CityNetworks & Grids division, is looking for you as an · Electronics Technician / Electrical Engineer / Installer m/f/d · We offer:Permanent employment in a growing and crisis- ...
-
Commercial Director
1 week ago
Crimson Enterprises Hurlburt Field, United StatesAbout Hurlburt Field: · At Hurlburt Field, we combine sweet craftsmanship with passion and quality with creativity in the Liebenzeller Marzipan & Chocolate Manufactory. · Premium ingredients merge with our visions and attention to detail to create irresistible sweet temptations. ...
-
Sales Associate
1 week ago
Kay Jewelers Destin, United StatesKay Jewelers - Destin, FL [Sales Associate / Team Member] As a Sales Associate/Jewelry Consultant at Kay Jewelers, you'll: Be responsible for providing a superior experience to the valued customers; Engage customers in conversation to understand their needs and desires; Present m ...
-
Sales Associate Oakley
1 week ago
Target Optical Destin, United StatesTarget Optical [Sales Associate / Team Member] As a Sales Associate at Target Optical, you'll: Consistently deliver sales plan and company objectives through cultivating existing customer relationships and building new ones; Utilize optical prescription to recommend specific lens ...
-
Senior Knowledge Management Business Analyst
1 week ago
Strategic Resolution Experts Destin, United StatesDo you want to perform work that is impactful to millions of Americans and has a broader global impact? Are you a service-minded team player who works towards creating solutions for the greater good? · We Empower You to Serve · SRE delivers Organizational Transformation Services ...
-
Assistant Store Manager
1 week ago
Rooms To Go Destin, United StatesAssistant Store Manager - Destin, Florida · Look around. Does it seem like we're nearly everywhere? That's because we are With 9,500 employees and 250+ locations, Rooms To Go is one of the largest and fastest growing furniture retailers in the US. As a financially stable, 30-yea ...
-
Internal Audit Compliance Manager
1 week ago
Amerant Bank Miramar Beach, United StatesThis role will manage regulatory compliance audits performed by in house staff or an outsourced firm and the validation work related to issues identified in Compliance audits. This role will assist in the development of the Internal Audit Compliance Plan and the Compliance Audita ...
-
Project Manager
1 week ago
AECOM Miramar Beach, United States**Company Description** · **Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the ...
-
Part-Time Massage Therapist
1 week ago
Aimbridge Hospitality Destin, United States Part timeJob Summary · The Licensed Massage Therapist administers professional massage and body treatments to our guests. They must have a thorough knowledge of numerous massage modalities possess a general understanding of body treatments and be willing to train in our spa's specific mas ...
-
Part-Time Massage Therapist
5 days ago
Aimbridge Hospitality Destin, United States Part timeJob Summary · The Licensed Massage Therapist administers professional massage and body treatments to our guests. They must have a thorough knowledge of numerous massage modalities possess a general understanding of body treatments and be willing to train in our spa's specific mas ...
-
Massage Therapist
4 days ago
Aimbridge Hospitality Destin, United StatesJob Summary · The Licensed Massage Therapist administers professional massage and body treatments to our guests. They must have a thorough knowledge of numerous massage modalities possess a general understanding of body treatments and be willing to train in our spa's specific mas ...
-
Sales Executive
1 week ago
Vacasa Destin, United StatesWhy Vacasa · We started with just one home and an idea: to bring homeowners and renters together with smart technology and caring local teams. Today, we're the largest full-service vacation rental company in North America thanks to the people who give us their best every day. Yo ...
-
Construction Inspector
3 hours ago
AECOM Miramar Beach, United States**Company Description** · **Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the ...
Financial Planning Consultant - Destin, United States - Raymond James Financial Incorporated
Description
Job Summary:
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning.
Essential Duties and Responsibilities:
Qualifications:
Educational/Previous Experience Requirements:
Licenses/Certifications:
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.
