Private Wealth Consultant

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🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Serve as an educational and technical resource to manage the complexities of significant wealth • Assist in the utilization of financial planning software to provide planning guidance • Build and maintain relationships with financial advisors • Educate financial advisors on the benefits of wealth management products • Collaborate with relevant departments to provide comprehensive recommendations • Participate in developing strategy and communication resources

🎯 Requirements

• Bachelor’s Degree (B.A.) in finance or related field • minimum of five (5) years of wealth management or financial planning experience • Certified Financial Planner (CFP) • FINRA Series 7 • insurance or other applicable licenses or certifications

🏖️ Benefits

• medical, dental, and vision • life insurance • critical illness insurance and accident insurance • disability benefits • retirement savings • paid time off (including vacation, holidays, and sick leave) • parental leave