Industry: Financial Planning Consultants,Investment Advisory Service

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Welcome to Wright Wealth Strategies of Raymond James

Are you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in financial planning or investment advisory services? If so, Wright Wealth Strategies of Raymond James is looking for talented individuals like you to join our team. We are a premier financial planning firm dedicated to providing our clients with personalized advice and exceptional service. If you are motivated, client-focused, and eager to grow your career in the financial services industry, we want to hear from you.

About Us

Wright Wealth Strategies of Raymond James is a leading financial planning firm that specializes in helping clients create and implement comprehensive financial plans to achieve their financial goals. Our team of experienced professionals is committed to delivering personalized advice and tailored solutions to each client we serve. We are proud to be a part of the Raymond James network, a firm renowned for its integrity, stability, and commitment to client success.

Job Title: Financial Planning Consultant

Responsibilities:

• Conduct in-depth financial analysis and develop comprehensive financial plans for clients
• Provide recommendations on investment strategies, retirement planning, estate planning, tax planning, and insurance needs
• Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences
• Monitor and review client portfolios to ensure alignment with financial goals and market conditions
• Stay current on market trends, economic indicators, and investment products
• Build and maintain strong client relationships through regular communication and client meetings
• Adhere to regulatory requirements and compliance standards

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Series 7 and Series 66 licenses required
• Minimum of 3 years of experience in financial planning or investment advisory services
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced, team-oriented environment

Job Title: Investment Advisory Service

Responsibilities:

• Develop and implement investment strategies based on client objectives and risk tolerance
• Conduct research on investment opportunities, market trends, and economic indicators
• Recommend and execute trades on behalf of clients
• Monitor and evaluate client portfolios to ensure alignment with investment goals
• Provide ongoing investment advice and recommendations to clients
• Stay current on regulatory changes, industry trends, and investment products
• Adhere to compliance standards and ethical guidelines

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• Series 7 and Series 66 licenses required
• CFA designation preferred
• Minimum of 3 years of experience in investment advisory services
• Strong understanding of financial markets and investment principles
• Ability to make informed decisions in a dynamic market environment
• Excellent communication, negotiation, and relationship-building skills

Join Our Team

If you are ready to take the next step in your career and join a team of dedicated professionals who are committed to client success, we encourage you to apply for a position with Wright Wealth Strategies of Raymond James. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth and development. To apply, visit our careers page and submit your resume and cover letter. We look forward to hearing from you!