Financial Planning Consultant
Raymond James Financial, Inc.
Wellston, Saint Louis County · United States
About this role
Responsibilities PartnerswithFinancialAdvisortoreviewclients'currentportfoliodesign,understandclient goals, enter client data, and conduct financialanalysis. Evaluatesoverallindividualandemployer-basedretirementneeds,researchesvarious options, and recommends planningalternatives. Researchesandprovidesrecommendationsrelatedtoriskmanagementconcerns,including insurance. Designsandrecommendsatailoredfinancialanalysisorcomprehensivefinancialplanfor clients and prospects that meets their short an…
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