Raymond James
The Inheritance Virtual Financial Advisor at Raymond James provides specialized support to clients involved in estate settlement and inheritance processes, combining operational expertise with client-facing financial services support. The role involves assisting beneficiaries, processing estate-related documents, executing trades, and ensuring regulatory compliance.
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.
15% below the average for this role