Institutional Fiduciary Solutions Consultant
Raymond James
About this role
Provides consultative retirement and institutional investment support to Financial Advisors and their clients, using specialized knowledge of retirement plan design, investment selection, and regulatory issues. Works under limited supervision, leads moderate-scope projects, and serves as a resource for plan analysis, policy development, and client presentations. Frequently interacts with internal and external stakeholders to deliver retirement planning solutions.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Raymond James.
Salary
$59k – $79k
per year
More jobs at Raymond James
Similar Jobs
Institutional Relationship Specialist
Capital Group
Sr Retirement Service Consultant
Ascensus
Director, Institutional Business Development & Client Relationship, Western Canada
Sun Life
Senior Plan Advisor
USAJOBS
Institutional Sales Director - Mountain/PacNorthwest Territory
Transamerica
Senior Retirement Plan Consultant
Fifth Third Bank