- SALARY:NONE
- Saint Petersburg, Florida
Saint Petersburg, Florida
Private Wealth Consultant-2401484
Description
Job SummaryThe Wealth Solutions team provides consultative financial planning strategies to financial advisors who are dedicated to helping their clients achieve their wealth management goals. 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.Essential Duties and ResponsibilitiesServe 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.
Qualifications
Knowledge, Skills, and AbilitiesKnowledge ofWealth management/ brokerage industry.Skilled inExcellent problem solving skills to identify the needs of clients through effective questioning and listening.Ability toIdentify and position the products and services brokers use in financial planning.Educational/Previous Experience RequirementsBachelor's Degree (B.A.) in finance or related field and a minimum of five (5) years of wealth management or financial planning experience.Licenses/CertificationsJuris Doctorate (JD), Certified Financial Planner (CFP), other combination of designations and experience approved by the hiring manager.Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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.
Job
Private Clients Solutions
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Private Client Group
Schedule
Full-time
Shift
Day Job
Travel
Yes, 25 % of the TimeEligible for Discretionary BonusYes#LI-JM1