• Financial Planning Consultant

    Raymond James Financial, Inc. (Naples, FL)


    Key Responsibilities

    + Assist in developing and presenting comprehensive financial plans.

    + Research and analyze investment, tax, retirement, and estate planning strategies.

    + Prepare client meeting materials and follow up on action items.

    + Support and strengthen client relationships through responsive communication.

    + Update financial plans as client needs and circumstances evolve.

    + Stay current on planning concepts, regulations, and best practices.

    Skills

    + Strong analytical, organizational, and communication skills.

    + Proficiency in financial planning software and Microsoft Office Suite.

    + Client-centered mindset with a passion for building long-term relationships.

    Education

    + Bachelor’s degree in Finance, Accounting, Economics, or related field, High School (HS) (Required)

    Certifications

    + s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA)

    + s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA

    + Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

    + CFP® designation (or progress toward) strongly preferred.

    Work Experience

    + 3+ years of financial planning or wealth management experience.

    What We Offer

    + A boutique, client-focused environment where relationships come first.

    + A supportive, collaborative team culture.

    + Competitive compensation and benefits.

    + Professional growth opportunities, including support for continuing education and certifications.