Private Wealth Consultant
Raymond James & Associates, Inc., Research Division(3 months ago)
About this role
A Private Wealth Consultant serving ultra-high-net-worth families (typically > $25M) who provides high-touch, comprehensive wealth planning and advisory support. The role represents the firm in client meetings and conferences and partners with financial advisors and cross-functional teams to deliver coordinated solutions for complex family, estate, tax, and wealth transfer needs.
Required Skills
- Estate Planning
- Tax Strategies
- Wealth Planning
- Investment Management
- Client Presentations
- Relationship Management
- Financial Modeling
- Advisor Support
- Project Management
- Communication
Qualifications
- Bachelor’s Degree
- CFP
- CPWA
- FINRA Series 7
- SIE
- GS (pre 5/77 - No Options)
- Insurance License
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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