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.
#J-18808-LjbffrStrategic Financial Planner for Advisors in northern at Unknown Company
This position is listed as full time and onsite.