Raymond James
The Wealth Solutions team provides consultative wealth planning to financial advisors and their high‑net‑worth clients. The role involves educating advisors on wealth management products, assisting with financial planning software, and leading cross‑functional projects that impact the business.
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.
9% above the average for this role
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner
JPMorganChase
Private Wealth Planner
JPMorganChase
Wealth Planner
Fidelity
Wealth Planner
Fidelity
Wealth Planner
Fidelity
Vice President Financial Planning Director Northeast Region New York New York United States Of America
Morgan Stanley