Financial Planning Consultant - Devon, PA
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Raymond James Financial, Inc. is hiring a Financial Planning Consultant - Devon, PA. The Financial Planning Consultant partners with advisors to review client portfolios, evaluate retirement needs, research risk management, design tailored financial plans, prepare clear presentations, conduct detailed document reviews, monitor client situations, and respond to inquiries via phone, email, or visits.
Key focus areas include Partner with financial advisor to review client portfolios, understand goals, enter data, and conduct analysis., Evaluate individual and employer retirement needs, research options, and recommend planning alternatives., and Research and provide recommendations on risk management, including insurance..
Important skills include Financial Analysis, Research, Presentation Skills, Document Review, Communication, and Detail Orientation.
Skills & qualifications
Skills
Qualifications
Full job description
Responsibilities
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PartnerswithFinancialAdvisortoreviewclients’currentportfoliodesign,understandclient goals, enter client data, and conduct financialanalysis.
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Evaluatesoverallindividualandemployer-basedretirementneeds,researchesvarious options, and recommends planningalternatives.
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Researchesandprovidesrecommendationsrelatedtoriskmanagementconcerns,including insurance.
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Designsandrecommendsatailoredfinancialanalysisorcomprehensivefinancialplanfor clients and prospects that meets their short and long-term financial needs andgoals.
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Preparespresentationsthatclearlycommunicatetherecommendationsandalternatives related to the client’s financial analysis and comprehensive plandesign.
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Performsdetaileddocumentreviews;analyzesclientinformationandsituationsacrossthe financial planning spectrum to developplan
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Researchesinformationasnecessaryonacase-by-casebasisandwritescustomized financial plan observations and recommendations for each clientcase
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Prepares files for meetings with existing and newclients
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Prepares,coordinatesandfollowsthroughonanyneededcommunicationwithnewor existingclients
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Continuouslymonitorsclients’financialsituationswithdetailandaccuracy,withtheabilityto the look at their overall financialpicture
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Responds to client questions by telephone, email and occasional personalvisits.
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Educatesclientonthefunctionsofvarioussecuritiesmarketsandtheprincipalfactorsthat affect them.
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Provides guidance on estate planning options andtechniques.
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Responds to and directs education funding questions including 529 savingsplans.
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Assists with guidance on small businessplanning.
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Conductsresearchasneededrelatedtoassignedclientcases,includingbutnotlimitedto basicincometaxquestionsandotherlegalissuesrequestingguidancewhenappropriate.
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May participate in clientpresentations.
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May open, transfer, and close customer accounts and maintain appropriate accountrecords.
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May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion oftransactions.
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Ensures firm and regulatory policies are followed within compliancestandards
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Perform other duties and responsibilities asassigned.
Education/Experience Requirements
- Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis onfinancial, retirement and estate planning field or in marketing these services
or
- An equivalent combination of experience, education and/or training as approved by Human Resources
Licenses
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SIE required provided that an exemption or grandfatheringcannot beapplied
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Series7
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Series 63, 65 and/or66 as required by state or ability to obtain within sixmonths
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