Private Wealth Consultant
at Raymond James
Posted 9 hours ago
No clicks
- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
"Experienced Private Wealth Consultant sought to manage high-net-worth clients' portfolios, ensuring optimized investments across equities, bonds, and alternatives. Key responsibilities include conducting regular client reviews, developing personalized financial plans, and collaborating with cross-functional teams to deliver comprehensive wealth management solutions. Proven track record in private wealth management (5+ years), coupled with Series 7, 63, and 65 licenses, is essential. Proficiency in CRM platforms, particularly Salesforce, and working knowledge of wealth management software (e.g., Albridge, SEI) are required. Bachelor's degree in finance, economics, or related field, along with CFP certification preferred. Demonstrated ability to build and maintain strong client relationships crucial."
No additional description provided.
