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Raymondjames

Financial Planning Consultant

Stuart, FL

... financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small ...

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$96.2K

$140.5K

How much do financial planning consultant jobs pay per year?

As of Jul 28, 2026, the average yearly pay for financial planning consultant in the United States is $96,205.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $110,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Consultant, and why are they important?

To thrive as a Financial Planning Consultant, you need a solid background in finance, investment strategies, tax laws, and a relevant degree—often supplemented by certifications like CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management platforms, and regulatory compliance systems is typical for this role. Exceptional interpersonal skills, active listening, and the ability to explain complex concepts clearly help consultants build trust and retain clients. These competencies are crucial for delivering tailored advice, maintaining regulatory standards, and fostering long-term client relationships.

What is the difference between Financial Planning Consultant vs Financial Advisor?

AspectFinancial Planning ConsultantFinancial Advisor
CertificationsCFP, ChFC, or similarCFP, Series 7, or similar
Work EnvironmentConsults with clients on financial plans, often independently or within firmsProvides investment and financial advice, often within banks or advisory firms
Employer & Industry UsageFinancial planning firms, independent consultants, or financial advisory companiesBanking institutions, brokerage firms, or independent practices

While both roles involve advising clients on financial matters, a Financial Planning Consultant primarily focuses on creating comprehensive financial plans, whereas a Financial Advisor often emphasizes investment management and ongoing financial advice. The certifications and work environments overlap significantly, but their core functions and client interactions differ slightly.

What does a Financial Planning Consultant do?

A Financial Planning Consultant helps individuals and organizations manage their financial affairs to meet long-term goals. They assess clients' current financial situations, develop comprehensive financial plans, and provide advice on investments, retirement, taxes, estate planning, and risk management. Their role often involves ongoing monitoring and adjusting of plans to ensure clients stay on track with their financial objectives. By providing tailored strategies and expert guidance, they help clients make informed financial decisions.

What are some common challenges faced by Financial Planning Consultants when managing client expectations?

Financial Planning Consultants often encounter challenges in aligning client expectations with realistic financial outcomes, especially regarding investment returns and timelines for achieving goals. Clients may have ambitious plans or underestimate market risks, so consultants must communicate clearly, educate clients about potential volatility, and regularly review progress. Building trust and maintaining transparency is key, as is proactively addressing concerns and adjusting strategies as life circumstances or market conditions change.
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Financial Planning Consultant jobs near you
Infographic showing various Financial Planning Consultant job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 87% Full Time, 7% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $96,205 per year, or $46.3 per hour.
Financial Planning Consultant

Financial Planning Consultant

Raymond James Financial, Inc.

Stuart, FL • On-site

Full-time

Posted 6 days ago

Job description

Job Description Summary
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on- going education.
Job Description
Responsibilities
  • Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
  • Researches and provides recommendations related to risk management concerns, including insurance.
  • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
  • Prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
  • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
  • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
  • Prepares files for meetings with existing and new clients
  • Prepares, coordinates and follows through on any needed communication with new or existing clients
  • Continuously monitors clients' financial situations with detail and accuracy, with the ability to the look at their overall financial picture
  • Responds to client questions by telephone, email and occasional personal visits.
  • Educates client on the functions of various securities markets and the principal factors that affect them.
  • Provides guidance on estate planning options and techniques.
  • Responds to and directs education funding questions including 529 savings plans.
  • Assists with guidance on small business planning.
  • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensures firm and regulatory policies are followed within compliance standards
  • Perform other duties and responsibilities as assigned.

Education/Experience Requirements
  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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