Private Wealth Consultant

ConsultantConsultantFull TimeRemoteSeniorTeam 10,001+Since 1962H1B SponsorCompany SiteLinkedIn

Location

Texas

Posted

1 day ago

Salary

0

Seniority

Senior

Bachelor Degree5 yrs expExperience acceptedEnglish

Job Description

Private Wealth Consultant

Raymond James

• Serve as an educational and technical resource to manage the complexities of significant wealth • Assist in the utilization of financial planning software to provide planning guidance • Build and maintain relationships with financial advisors • Educate financial advisors on the benefits of wealth management products • Collaborate with relevant departments to provide comprehensive recommendations • Participate in developing strategy and communication resources

Job Requirements

  • Bachelor’s Degree (B.A.) in finance or related field
  • minimum of five (5) years of wealth management or financial planning experience
  • Certified Financial Planner (CFP)
  • FINRA Series 7
  • insurance or other applicable licenses or certifications

Benefits

  • medical, dental, and vision
  • life insurance
  • critical illness insurance and accident insurance
  • disability benefits
  • retirement savings
  • paid time off (including vacation, holidays, and sick leave)
  • parental leave

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