Hybrid Financial Planning Consultant: Retirement & Estate
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-21
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Raymond James Financial, Inc. is seeking a financial planner to partner with a Financial Advisor to review client portfolios, understand goals, and conduct comprehensive financial analysis.
The role involves designing tailored plans, preparing presentations, and presenting recommendations to clients and prospects. Responsibilities include educating clients on estate planning, education funding, and risk management, and coordinating meetings with clients.
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