Raymond James · 22 hours ago
Private Wealth Consultant
St. Petersburg, FL
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expRaymond James is a financial services firm that focuses on providing comprehensive wealth management solutions. The Private Wealth Consultant will lead consulting strategies for ultra-high-net-worth clients, offering expertise in wealth transfer, risk management, and tax strategies while collaborating with financial advisors and internal teams.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Serve as an educational and technical resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; as well as provide expertise for business owner and corporate executive strategies
Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings)
Comprehensive understanding of family legacy and governance planning; risk management; and health and wellness planning
Provide fully engaged support to financial advisors in developing a financial planning blueprint for their clients to identify planning needs; determine a planning road map; and track completed objectives
Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise
Responsible for proactively building and maintaining relationships to help create awareness of our private wealth consulting services. Promote the Wealth Consulting teams through home office visits and public speaking engagements
Extensive collaboration with internal and external business partners to provide comprehensive recommendations for the financial advisor, the client and the client’s legal and tax professionals (e.g. attorney or CPA)
Leverages planning software tools to provide modeling guidance for financial advisors and their clients
Frequent participation in advisor education events and client meetings to facilitation asset growth and consolidation
Participate in strategic development of new service offerings
Qualification
Required
Bachelor's Degree (B.A.) in finance or related field and a minimum of ten (10) years of progressively responsible wealth management planning experience
Experience with investment products and services and ability to deliver consultative services to advisors and their ultra high net worth clients
Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred
Advanced concepts of private wealth management planning; investment management; and specialized products
Advanced principles of banking, trust and finance and securities broker/dealer operations
Wealth Planning offerings and partnerships, including longevity, insurance, and investments relationships
Detailed and in-depth understanding of Money Guide Pro Elite and Wealth Studios
Excellent problem solving skills to identify the needs of clients through effective questioning and listening
The ability to research issues and confidently help advisors think through clients' planning strategies
The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day
Articulating complex technical financial planning concepts
Preparing and delivering clear, effective, and professional presentations
Strong communication and interpersonal skills to build relationships financial advisors, internal partners and with clients
Identify and position the products and services financial advisors use in financial planning
Think quickly and creatively, and react well to deadline pressure
Provide a high level of customer service and commitment to a supportive and collaborative environment
Work independently as well as collaboratively within a team environment
Preferred
FINRA Series 7, insurance or other applicable licenses or certifications are beneficial
Other combination of designations and experience approved by the Wealth Planning management team and hiring manager
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
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