Virtual Financial Advisor, Inheritance
Raymond James
About this role
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.
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
$58k – $70k
per year