Financial Planning Consultant

Job Description

About Us

At Hall & Dornan Capital Partners, we believe it truly takes a village. Our team thrives on shared insight, collaboration, and the strengths each person brings. Everyone contributes unique talents and perspectives-and we rely on that collective wisdom to deliver an exceptional client experience.

If you're a critical thinker, a fast learner, and someone who genuinely enjoys helping people, you'll feel right at home here. Join a team where you can grow, contribute, and truly make an impact.

Position Overview

The Financial Planning Consultant is a core member of our team-supporting client relationships, preparing financial deliverables, coordinating followthrough, and ensuring every interaction is elevated and servicefocused. This role combines detailoriented execution with the ability to recognize bigpicture opportunities, enhance client confidence, and support the growth of the practice.

Key Responsibilities

Client Experience & Relationship Support

• Create positive, supportive interactions that leave clients feeling understood, confident, clear, and well cared for.
• Participate in client meetings, lead followup communication, and coordinate internal task delegation.
• Maintain high client service standards with consistency, accuracy, and professionalism.
• Identify explicit client needs as well as unanticipated opportunities to deepen client relationships.
• Recognize and act on sales growth opportunities that arise organically within service interactions.
• Provide exceptional service across all communication channels (inperson, virtual, phone, email).

Operational & Advisory Support

• Prepare financial reports, spreadsheets, projections, and meeting materials.
• Enter trades, orders, and rebalances as requested by the advisor.
• Ensure accuracy of all client documentation; follow through on processing and completion.
• Manage the postmeeting workflow, including tracking tasks, coordinating team actions, and ensuring a seamless client experience.
• Prepare internal business summary reports and client-specific reporting as needed.
• Maintain organized and compliant records using CRM technology.
• Analyze account information, research issues, and resolve questions or concerns promptly.

Professional Growth & Team Collaboration

• Actively participate in ongoing education, training, and crosstraining opportunities.
• Work both independently and collaboratively within a dynamic team environment.
• Manage competing priorities, time-sensitive items, and evolving client needs with confidence.
• Proactively identify issues, propose solutions, and support continuous improvement.

Knowledge, Skills & Abilities

Knowledge of:

• Financial markets, products, and industry regulations
• Trading terminology and order workflows
• Financial planning platforms and managed account systems
• CRM systems and general office procedures
• Company policies, mission, and strategies

Skilled in:

• CRM software and client management tools
• Microsoft Office Suite
• Tax software
• Effective communication across all formats and settings

Ability to:

• Manage tasks and projects efficiently and independently
• Assess priorities and meet deadlines in a fastpaced environment
• Analyze account information and identify solutions
• Build rapport and deliver exceptional client care
• Demonstrate dependability, professionalism, and followthrough
• Balance detailoriented execution with a strategic, bigpicture mindset

Education/Previous Experience

• Bachelor's degree preferred

Licenses/Certifications

• SIE required
• Series 7 & 66 preferred, or ability to obtain within specified timeframe
• Insurance license preferred, or ability to obtain within specified timeframe

Hall & Dornan Capital Partners and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Education

Bachelor's

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$55,000.00-$110,000.01

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, exp