Private Wealth Consultant

Raymond James • Saint Petersburg, FL

8d • Hybrid

About The Position

The Wealth Solutions team provides consultative financial planning strategies to financial advisors whose clients have investable assets of $5million and up. 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.

Requirements

• 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 ten (10) years of wealth management or financial planning experience.
• ~or~ Any equivalent combination of experience, education, and/or training approved by Human Resources.
• Licenses/Certifications: Certified Financial Planner (CFP) or 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.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees