Raymond James Financial, Inc

Private Wealth Consultant

Raymond James Financial, Inc$100K — $120K *
US-AnywhereRemote in Texas, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in finance or related field required
  • Minimum of 5 years of wealth management or financial planning experience
  • Certified Financial Planner (CFP) designation preferred
  • FINRA Series 7 or equivalent licenses beneficial
  • Ability to obtain necessary licenses as required by management

Responsibilities

  • Serve as a consultative resource for financial advisors and high net worth clients
  • Utilize financial planning software to guide advisors in client planning
  • Build relationships with financial advisors for asset retention and growth
  • Educate advisors on wealth management products and services
  • Collaborate with departments to create comprehensive financial recommendations
  • Develop strategies and communication resources for advisor education
  • Participate in public speaking and home office visits

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and critical illness coverage
  • Disability benefits
  • Retirement savings plan
  • Paid time off including vacation and holidays
  • Parental leave
Full Job Description

Job Description Summary

Job Description

The Wealth Solutions team provides consultative wealth planning to financial advisors and their high net worth clients ($5m +). As a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and services; and lead large projects with a significant business impact involving cross-functional teams.  We are looking for a confident, poised and approachable person to join the team to provide indispensable service to our Financial Advisors and clients.

This role can sit in the West Region or at the home office in St Petersburg, FL


Essential Duties and Responsibilities:

  • Serve as an educational and technical resource to manage the complexities of significant wealth, including estate, tax and charitable planning; business succession and exit planning, executive compensation and retirement solutions for individuals.

  • Assist in the utilization of financial planning software to provide planning guidance for financial advisors and their clients.

  • Build and maintain relationships with financial advisors and provide consultative education of wealth management services and products to support asset retention and growth of new assets.

  • Educate financial advisors on the benefits of wealth management products and services for their clients.

  • Collaborate with relevant departments to provide comprehensive recommendations for the financial advisor, the client and the client’s legal and tax professionals (e.g. attorney or CPA).

  • Participate in developing strategy and communication resources, as well as home office visits and public speaking activities.


Knowledge of:

  • Wealth management/ brokerage industry.

  • Advanced principles of banking and finance and securities broker/dealer operations.

  • Advanced concepts and regulations related to wealth management and financial planning.


Skilled in:

  • Excellent problem solving skills to identify the needs of clients through effective questioning and listening.

  • The ability to research issues and confidently help advisors think through clients’ planning strategies.

  • The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.

  • Articulating complex technical issues to a non-technical audience.

  • Preparing and delivering clear, effective, and professional presentations.

  • Strong communication and interpersonal skills to build relationships with clients.


Ability to:

  • Identify and position the products and services brokers use in financial planning.

  • Provide a high level of customer service and commitment to a supportive and collaborative environment.

  • Establish and maintain effective working relationships at all levels of the organization.

  • Work independently as well as collaboratively within a team environment.


Educational/Previous Experience Requirements:

  • Bachelor’s Degree (B.A.) in finance or related field and a minimum of five (5) years of wealth management or financial planning experience.

  • ~or~

  • Any equivalent combination of experience, education, and/or training approved by Human Resources.


Licenses/Certifications:

  • Bachelor's degree, Certified Financial Planner (CFP), other combination of designations and experience approved by the hiring manager.

  • FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.

Education

Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience – 10 to 15 years

Certifications

Travel

Less than 25%

Workstyle

Remote

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

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

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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