Financial Planning Consultant

Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis. Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives. Researches and provides recommendations related to risk management concerns, including insurance. 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. Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case. Prepares files for meetings with existing and new clients. Prepares, coordinates and follows through on any needed communication with new or existing clients.

According to JobzMall, the average salary range for a Financial Planning Consultant in 409 Pasadena Ave S, St. Petersburg, FL 33707, USA is approximately $101,000 to $130,000 per year. This range may vary depending on experience, qualifications, and other factors.

Raymond James Financial, Inc. is a holding company, which engages in the provision of financial and investment services. It operates through the following segments: Private Client Group, Capital Markets, Asset Management, and RJ Bank.