About this role
Financial Planning Consultant at Raymond James. Location: Florida, United States. Role: reviewing portfolio, designing plans, conducting research Requirements: Bachelor's degree (accounting, business, finance) and ~3 years financial services experience; SIE and Series 7 required, Series 63/65/66 as state-required; strong financial planning, retirement, estate, and tax knowledge. Category: Finance and Accounting Seniority: Mid Level Certifications: sie, series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Remote Languages: English