Senior Wealth Solutions Consultant

Raymond James; Saint Petersburg (FL); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Paid time off

Job summary

Raymond James in Saint Petersburg, FL seeks a Wealth Solutions professional to advise financial advisors and high-net-worth clients ($5m+). You will lead cross-functional projects and deliver consultative wealth planning and tailored product recommendations.

The role requires strong communication, education of advisors on wealth management services, and the ability to manage multiple initiatives while maintaining client focus. Hybrid work arrangement with comprehensive benefits.

Qualifications

• Bachelor’s Degree in finance or related field required; 5+ years wealth management/financial planning experience preferred.
• FINRA Series 7 or equivalent licenses beneficial; licensing requirements may be required by management.

Responsibilities

• Consult with financial advisors and clients on wealth management products and services.
• Lead cross-functional projects with significant business impact.
• Educate advisors on wealth management solutions and product benefits.
• Collaborate with departments to provide comprehensive recommendations to clients and their tax professionals.

Skills

Problem solving

Effective questioning

Listening skills

Communication skills

Presentation skills

Interpersonal skills

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business Administration

Job description

Raymond James in Saint Petersburg, FL seeks a Wealth Solutions professional to advise financial advisors and high-net-worth clients ($5m+). You will lead cross-functional projects and deliver consultative wealth planning and tailored product recommendations.

The role requires strong communication, education of advisors on wealth management services, and the ability to manage multiple initiatives while maintaining client focus. Hybrid work arrangement with comprehensive benefits.