Serve as an educational and technical resource to manage the complexities of significant wealth, including estate, tax and charitable planning; business succession and exit planning, executive compensation and retirement solutions for individuals.
Assist in the utilization of financial planning software to provide planning guidance for financial advisors and their clients.
Build and maintain relationships with financial advisors and provide consultative education of wealth management services and products to support asset retention and growth of new assets.

Knowledge of:

Wealth management/ brokerage industry.
Advanced principles of banking and finance and securities broker/dealer operations.
Advanced concepts and regulations related to wealth management and financial planning.

Skilled in:

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.
Articulating complex technical issues to a non-technical audience.

Raymond James

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services. Founded in 1962, the firm has locations across the US, Canada, UK, and Germany, and is listed on the NYSE, with a people-first culture that values diversity and growth.

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