Financial Planning Consultant (Memphis, TN)
Raymond James & Associates, Inc., Research Division(2 months ago)
About this role
A Financial Advisor who analyzes and evaluates individual customer needs and circumstances to develop bespoke financial strategies and plans. Advises clients on investment implications and opportunities and builds long-term client relationships aligned with the firm's client-first values. Works within Raymond James' wealth management framework to support client outcomes and professional development.
Required Skills
- Relationship Management
- Financial Planning
- Investment Advice
- Sales
- Presentation
- Data Analysis
- Compliance
- Team Supervision
- Customer Service
- Communication
+2 more
Qualifications
- Bachelor’s: Business Administration
- Bachelor’s: Finance
- Series 66 (FINRA)
- Series 7 (FINRA)
- SIE (FINRA)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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