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Raymond James
As a Wealth Consultant, you will serve as an enterprise-level subject matter expert, partnering with Private Wealth Consultants to drive adoption of Wealth Studios for high-net-worth clients. You will consult on complex planning needs, including business owner exits and multigenerational wealth transfers, while strengthening advisor capabilities through collaborative case engagement. Operating with significant autonomy, you will help influence advisor adoption of wealth planning solutions and partner with key stakeholders to deliver meaningful client outcomes.
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
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