About this opportunity
Raymond James Financial, Inc. lists this Strategic Financial Planner for Advisors opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Raymond James Financial, Inc. is seeking a Financial Planning Consultant to partner with Financial Advisors in Devon, PA. You will review client portfolios, analyze goals, and design comprehensive plans addressing retirement, estate, tax and education funding needs.
The role involves presenting recommendations, coordinating meetings, and educating clients on market factors. A 3+ year financial services background and required licenses support ongoing professional development.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.