Client-Focused Financial Planning Advisor

Raymond James Financial is seeking a Financial Planning Consultant in Issaquah, WA. This role involves supporting client relationships and preparing financial deliverables. Applicants should have a knowledge of financial markets and CRM software proficiency. Responsibilities include creating positive client interactions, preparing reports, and maintaining high service standards. A Bachelor’s degree is preferred along with SIE and possibly Series 7 & 66 licenses.

The position offers a salary range of $55,000 to $110,000 and includes a comprehensive benefits package.
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