Financial Planning Specialist

Fontana Financial Planning, affiliated with Raymond James Financial Services, Inc., specializes in simplifying financial planning for individual and business clients. With a primary focus on providing tailored investment advisory services, Fontana Financial Planning adheres to strict jurisdictional and regulatory standards. While the organization operates independently, securities and advisory services are offered in partnership with Raymond James Financial Services. Based in Dallas, Texas, the firm is committed to upholding the highest standards of ethical and professional financial planning.

Role Description

This is a full-time, on-site role for a Financial Planning Specialist located in Dallas, TX. The Financial Planning Specialist will be responsible for developing and implementing personalized financial plans, conducting market research, analyzing financial data, and advising clients on investment strategies. Additional responsibilities include maintaining compliance with relevant regulations, collaborating closely with advisors, and delivering ongoing support to ensure clients achieve their financial goals.

Qualifications

• Financial analysis, investment planning, and cash flow management skills
• Experience with regulatory compliance and risk assessment
• Strong communication, client relationship management, and teamwork abilities
• Proficiency in financial software tools and reporting systems
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Certified Financial Planner (CFP) designation is preferred