Private Wealth Consultant
Raymond James
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.
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
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View leadership team, funding history,
and employee contacts for Raymond James.
Salary
$106k – $142k
per year