Financial Planning Consultant-Richmond, VA
Raymond James
About this role
A Financial Planning Associate provides personalized financial advice and planning services to clients, including portfolio analysis, retirement strategies, risk management, estate planning, and education funding. They work closely with Financial Advisors to develop tailored plans, educate clients, and ensure compliance with industry standards, continuously expanding their financial industry knowledge.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Raymond James.
Salary
$65k – $85k
per year