Financial Planning Consultant

4 days ago

Florence, South Carolina, United States Raymond James Financial Incorporated Full time
Job Summary:

As a Financial Planning Consultant at Raymond James Financial Incorporated, you will serve as a resource to Financial Advisors and their clients regarding overall financial planning issues. This includes portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. You will continuously gain knowledge of the financial industry and markets through on-going education.

Key Responsibilities:
  • Partner with Financial Advisors to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluate overall individual and employer-based retirement needs, research various options, and recommend planning alternatives.
  • Research and provide recommendations related to risk management concerns, including insurance.
  • Design and recommend a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
  • Prepare presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
  • Perform detailed document reviews; analyze client information and situations across the financial planning spectrum to develop plan.
  • Research information as necessary on a case-by-case basis and write customized financial plan observations and recommendations for each client case.
  • Prepare files for meetings with existing and new clients.
  • Prepare, coordinate and follow through on any needed communication with new or existing clients.
  • Continuously monitor clients' financial situations with detail and accuracy, with the ability to look at their overall financial picture.
  • Respond to client questions by telephone, email, and occasional personal visits.
  • Educate clients on the functions of various securities markets and the principal factors that affect them.
  • Provide guidance on estate planning options and techniques.
  • Respond to and direct education funding questions, including 529 savings plans.
  • Assist with guidance on small business planning.
  • Conduct research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensure firm and regulatory policies are followed within compliance standards.
  • Perform other duties and responsibilities as assigned.
Qualifications:
  • Fundamental investment concepts, practices, and procedures used in the securities industry.
  • Economic and accounting principles and practices, the financial markets, investments, and insurance-based products.
  • Concepts and regulations related to financial planning.
  • Company's working structure, policies, mission, strategies, and compliance guidelines.
  • Effective verbal and written communication to deliver clear, effective, and professional presentations.
  • Identifying the needs of customers through effective questioning and listening technique.
  • Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
  • Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
  • Detailed orientation to ensure quality standards are met without impairing workflow.
  • Following-up to ensure resolution and completion of tasks.
  • Incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options.
  • Read and interpret technical and legal documents, and apply the information as appropriate.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
  • Use oral and written communication skills sufficient enough to interact effectively with and guide clients on various planning options.
  • Continuously learn investment products, industry rules and regulations, and financial planning.
  • Provide a high level of customer service in a calm, courteous, and professional manner.
  • Establish and maintain effective working relationships at all levels of the clients.
  • Work independently as well as collaboratively within a team environment.
  • Analyze daily activity reports for sales practice, suitability, and performance issues.
Educational/Previous Experience Requirements:
  • Bachelor's Degree (B.A.) in a related field with a minimum of two (2) years of experience in the financial, retirement, and estate planning field or in marketing these services.
  • Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications:
  • SIE required, provided that an exemption or grandfathering cannot be applied.
  • Series 7.
  • Series 63, 65, and/or 66 as required by state.
  • Registered Paraplanner designation or the ability to obtain within two (2) to five (5) years of hire.
Raymond James Guiding Behaviors:

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.

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