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Private Wealth Consultant

at Raymond James

Mid LevelNo visa sponsorshipOther

Posted 8 hours ago

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Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States

**Private Wealth Consultant** sought for elite investment firm. Advise high net worth clients on financial strategies, portfolio management, and wealth preservation. Proficient in risk analysis, financial planning software (e.g., FinaMetrica, EVOLVE), and adept at building client relationships. Minimum 7+ years in wealth management, preferably within private banking. Strong industry knowledge and JoycePayne & Co. platform experience a plus. CIM/FP1/FP2 certifications preferred, join our collaborative team driving bespoke wealth solutions.