Financial Planning Consultant - Devon, PA

Raymond James & Associates, Inc., Research Division(1 day ago)

United States, Devon, PennsylvaniaOnsiteFull TimeSenior$60,000 - $90,000Financial Services

About this role

This role involves providing financial planning support to Financial Advisors and clients, leveraging specialized knowledge gained through experience or training. The position focuses on designing personalized financial plans, analyzing client data, and offering guidance on various financial topics while continuously updating industry knowledge.

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Required Skills

Financial Planning
Portfolio Analysis
Retirement Planning
Tax Consulting
Estate Planning
Risk Management
Financial Analysis
Investments
Insurance
Financial Research

Qualifications

Bachelor’s degree in Accounting, Business Administration, or Finance
Three years’ experience in financial services with emphasis on financial, retirement, and estate planning
Series 7, 63, 66 licenses, or ability to obtain within six months
SIE license