Raymond James

Financial Planning Consultant (Walnut Creek, CA)

Walnut Creek, California - United States, USA

Sponsorship not specified$70k-$100kDetected 2 days ago

Financial AnalysisTaxHRResearchCommunicationPublic Speaking

About the role

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. #LI-DW

Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
Prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan

Bachelor's (Required)
SIE required provided that an exemption or grandfathering cannot be applied
Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Continuously gains knowledge of the financial industry and markets through on- going education.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
Responds to and directs education funding questions including 529 savings plans.

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

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.