- 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 clients
- Prepares, coordinates and follows through on any needed communication with new or existing clients
- 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 standards
- 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 techniques
- 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 priorities
- 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 issues
- 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 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 outcomes
- 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
4 days ago
Fidelity Investments Altamonte Springs, United StatesThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of ou Consultant, Financial Plannin ...
-
Dual Study Program in Business Informatics
1 week ago
Stellar Enterprises Orlando, United StatesAbout the Company · We are: · Passionate IT specialists, system architects, and solution finders from the Oldenburger Münsterland region - from Vechta to Lohne, Diepholz to Oldenburg, and Osnabrück. We love people and computers and bring them together by listening carefully, prov ...
-
Sr. Sales Strategy Consultant- GTM
3 weeks ago
Think Consulting Orlando, United StatesThink Consulting is actively seeking a Sr. Sales Strategy Consultant- GTM to join a leading lighting design and manufacturing company, in Orlando, FL for a 6-9 month engagement. · 10+ years of B2B Sales Consulting experience in Manufacturing or similar field is required. · KEY RE ...
-
Respiratory Therapist
4 weeks ago
Nemours Foundation Orlando, United States Full timeNemours is seeking a night shift RT to join our team here in Orlando, Florida This position is responsible for: Providing, under the general direction of the Therapist in Charge or Assistant Director of Respiratory Care, all routine and emergency respiratory care in all patient c ...
-
Planner
3 weeks ago
GAI Consultants Orlando, United States Full timeGAI Consultants, Inc. is seeking a Planner with 3 to 6 years of experience within our Urban Planning and Land Use Entitlements practice to work out of our Orlando, Florida office. Our Planning team collaborates with all aspects of our Community Solutions Group service group and o ...
-
Private Wealth Consultant
2 weeks ago
Raymond James Orlando, United StatesJob Description - Private Wealth Consultant Job DescriptionPrivate Wealth Consultant · - · 2401484DescriptionJob Summary: · The Wealth Solutions team provides consultative financial planning strategies to financial advisors who are dedicated to helping their clients achieve th ...
-
Senior Environmental Planner/Scientist
1 week ago
AtkinsRéalis Orlando, United StatesWhy join us? · We are hiring AtkinsRéalis is seeking a Senior Environmental Planner/Scientist to join our Environmental Sciences/Planning group based out of our Orlando, FL office. This position will support the Florida's Turnpike Enterprise (FTE) General Engineering Consultant ...
-
CenterWell Home Health Union Park, United States Full timeBecome a part of our caring community and help us put health first · RN- The Home Health Nurse, RN enables patients to stay in their homes by providing Skilled Care in the patient home. · Are you looking for: · - Work / Life Harmony · - Flexible Daytime Schedule · - Career & Skil ...
-
Project Manager
2 weeks ago
Kaseya Orlando, United StatesJob title : Project Manager, NOC & Help Desk Services Location : Orlando, FL In- officeAre you ready to make an impact? WHAT WE ARE LOOKING FOR: The Project Manager, NOC & Help Desk Services will communicate effectively with the customer to ensure efficient and successful deliver ...
-
CEI Inspector
1 week ago
CDR Companies Orlando, Florida, United States PermanentCDR Maguire Inc., a national multi-disciplinary engineering and emergency management consulting firm is seeking CEI Inspectors in the Orange County, FL area for current project and future projects across Florida. · Essential Functions: · Consult with contractors, consultants, e ...
-
Tax Manager
2 weeks ago
Atrium Staffing Services Ltd. Orlando, United States Direct HireOur client is a well-respected, local CPA firm in Orlando, FL, providing accounting, audit, tax, and consulting services. Our client has a great track record of employee retention and growth. Currently, they are looking to add a Tax Manager to their team. · Salary/Hourly Rate: · ...
-
Senior Engineering Manager
4 weeks ago
GAI Consultants Orlando, United States Full timeGAI Consultants is seeking a Senior Engineering Manager for a leadership position within the Community Infrastructure team to grow a Commercial development practice. GAI has a well-established and expanding civil engineering practice with immediate opportunities for industry lead ...
-
Wireless Consultant Total by Verizon
1 day ago
Victra Orlando, United StatesSpanish/Bilingual Needed · Victra is an Exclusive Retailer for Total by Verizon. We are seeking Wireless Consultants who deliver world class service to Every Guest. Every Time. From executing the sales process, to sharing product knowledge, you will connect guests to what matters ...
-
Electrical Project Manager
3 weeks ago
Tetra Tech Orlando, United StatesDiscover your full potential. At Tetra Tech, we are collaborating with industry-leading experts for a sustainable future for our world. We combine consulting and engineering with advanced analytics and technology to solve the world's most complex challenges. Our innovation hubs a ...
-
Continuous Improvement Specialist II
6 days ago
Nemours Orlando, United States OTHERNemours is seeking a Continuous Improvement Specialist II to join our Nemours Children's Health team in either Orlando, Florida or Jacksonville, Florida. · The Continuous Improvement Specialist II provides continuous improvement support to Nemours by functioning as an analyst, fa ...
-
Construction Field Engineer
1 week ago
SNC-Lavalin Orlando, United States Full timeJob Description · Why join us? · We are hiring AtkinsRéalis seeks a Construction Field Engineer to join our Orlando, FL office. · About Us · AtkinsRéalis is one of the world's most respected design, engineering, and project management consultancies. AtkinsRéalis has been ...
-
Fire Protection Engineer
2 weeks ago
GHD Orlando, United StatesHelp us build the future and we'll help you build a rewarding and purposeful career. · Our global network is made up of architects, designers, planners, engineers, and environmental scientists all working towards the same goal. · Join a team that brings inspirational architect ...
-
Senior Civil Engineer
1 week ago
SNC-Lavalin Orlando, United States Full timeJob Description · Why join us? · We are hiring AtkinsRéalis is seeking a Senior Civil Engineer to join our Orlando, FL office. · About Us · AtkinsRéalis is one of the world's most respected design, engineering, and project management consultancies. AtkinsRéalis has been pr ...
-
Tax Manager
2 weeks ago
Aspen Talent Solutions Orlando, United StatesJob Description · Job Description · Job Title: Tax ManagerGreetings from Aspen Talent SolutionsA well-known Florida-based CPA firm that specializes in government, healthcare, and middle-market-technology firms is looking for a Tax Manager for their Ft. Lauderdale, Orlando, or T ...
-
Project Manager 2
3 weeks ago
GAI Consultants Orlando, United States Full timeGAI Consultants, Inc. is seeking a Professional Engineer (PE) to server as a Project Manager with 10+ years of experience in water/wastewater engineering to join our talented and energetic team in either our Orlando or Jacksonville, FL office. An ideal candidate has planning, des ...
Financial Planning Consultant - Orlando, United States - Raymond James
Description
Job Description - Financial Planning ConsultantJob Description
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.
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.
Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are subsidiaries of Raymond James Financial, Inc.
New York Stock Exchange SIPC FINRA SIPCRaymond James and Raymond James Financial are registered trademarks of Raymond James Financial, Inc.
#J-18808-Ljbffr