Raymond James
A Wealth Solutions team member provides consultative financial planning strategies to financial advisors and their clients with investable assets of $5 million and up. The role involves leading large projects with cross-functional teams and building relationships to support asset retention and growth.
N/A
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Raymond James.
Raymond James didn’t post a salary, so this is our estimate from similar listings.
15% below the average for this role