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

• Strong analytical, organizational, and communication skills.

• Proficiency in financial planning software and Microsoft Office Suite.

• Client-centered mindset with a passion for building long-term relationships.

Education

• Bachelor’s degree in Finance, Accounting, Economics, or related field, High School (HS) (Required)

Certifications

• 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)

• CFP® designation (or progress toward) strongly preferred.

Work Experience

• 3+ years of financial planning or wealth management experience.

What We Offer

• A boutique, client-focused environment where relationships come first.

• A supportive, collaborative team culture.

• Competitive compensation and benefits.

• Professional growth opportunities, including support for continuing education and certifications.

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:
•  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

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.