Industry: Financial Planning Consultants,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team as a Financial Planning Consultant!

Joseph Torelli – Raymond James is a leading financial planning firm dedicated to helping our clients achieve their financial goals through personalized and comprehensive financial planning services. We are currently seeking a motivated and experienced Financial Planning Consultant to join our team.

Job Title: Financial Planning Consultant

Job Responsibilities:

• Develop and implement comprehensive financial plans for clients based on their goals and objectives
• Review and analyze clients’ financial information, including income, assets, expenses, and liabilities
• Provide recommendations on investment strategies, retirement planning, tax planning, estate planning, and insurance coverage
• Monitor and update clients’ financial plans regularly to ensure they remain aligned with their goals
• Educate clients on financial planning strategies and options to help them make informed decisions
• Collaborate with other team members, including Financial Planners and Investment Advisors, to deliver comprehensive financial solutions to clients

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or wealth management
• Strong knowledge of financial planning principles, investment products, and tax regulations
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Why Join Us:

At Joseph Torelli – Raymond James, we value our employees and offer a supportive and collaborative work environment. As a Financial Planning Consultant, you will have the opportunity to work with a diverse client base and make a positive impact on their financial well-being. We also provide ongoing training and development opportunities to help you grow in your career.

Application Process:

If you are passionate about financial planning and helping clients achieve their goals, we would love to hear from you! Please apply on this page with your resume and a cover letter outlining your experience and qualifications. We look forward to potentially welcoming you to our team at Joseph Torelli – Raymond James.