• Financial Planning Consultant

    Raymond James Financial, Inc. (Coral Gables, FL)
    …areas requiring further information or explanation. Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible ... as appropriate. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching;… more
    Raymond James Financial, Inc. (05/13/25)
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  • Citi Wealth - VP, Portfolio Consultant

    Citigroup (Miami, FL)
    …degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:** ... product launches. A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi… more
    Citigroup (05/30/25)
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