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Raymond James · 1 day ago

Financial Planning Consultant

Sycamore, IL

Full-time

Onsite

Entry, Mid Level

$36K/yr - $85K/yr

1+ years exp

Raymond James is a financial services firm seeking a Financial Planning Consultant. The role involves developing and implementing relationship management plans, identifying potential customers, and advising on financial products to meet customer needs.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues

Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation

Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems

Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale

Advise managers how to apply a wide variety of existing procedures and precedents

Act as first-line supervisor of a team providing customer service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues

Collate and analyze data using preset tools, methods, and formats. Involves working independently

Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media

Qualification

Financial analysisCustomer relationship managementSales strategy developmentData analysisFinancial product knowledgeCommunication skillsTechnical guidanceClient needs assessmentTeam leadershipProblem-solvingNegotiation skills