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© All Rights Reserved. ApplyBlast.com
Raymond James
A Wealth Solutions team member at Raymond James provides consultative wealth planning to financial advisors and high-net-worth clients, managing complex projects with significant business impact. The role involves serving as a technical resource for estate, tax, and retirement planning while building relationships to support asset retention and growth. Candidates will collaborate across departments to develop strategies and deliver professional presentations to advisors and their clients.
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.
18% below the average for this role
