No more applications are being accepted for this job
- 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.
- Educate financial advisors on the benefits of wealth management products and services for their clients.
- Collaborate with relevant departments to provide comprehensive recommendations for the financial advisor, the client and the client's legal and tax professionals (e.g. attorney or CPA).
- Participate in developing strategy and communication resources, as well as home office visits and public speaking activities.
- 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.
- 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 issues to a non-technical audience.
- Preparing and delivering clear, effective, and professional presentations.
- Strong communication and interpersonal skills to build relationships with clients.
- Identify and position the products and services brokers use in financial planning.
- Provide a high level of customer service and commitment to a supportive and collaborative environment.
- Establish and maintain effective working relationships at all levels of the organization.
- Work independently as well as collaboratively within a team environment.
- Bachelor's Degree (B.A.) in finance or related field and a minimum of five (5) years of wealth management or financial planning experience.
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
- Juris Doctorate (JD), Certified Financial Planner (CFP), other combination of designations and experience approved by the hiring manager.
- FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.
Private Wealth Consultant - St Petersburg, United States - Raymond James Financial Services
Description
Description
Job Summary:
The Wealth Solutions team provides consultative financial planning strategies to financial advisors who are dedicated to helping their clients achieve their wealth management goals.
As a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and services; and lead large projects with a significant business impact involving cross-functional teams.
We are looking for a confident, poised and approachable person to join the team to provide indispensable service to our Financial Advisors and clients.
Essential Duties and Responsibilities:
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
Skilled in:
Ability to:
Educational/Previous Experience Requirements:
Licenses/Certifications:
Job: Private Clients Solutions
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Organization Private Client Group
Schedule Full-time
Job Shift Day Job
Travel Yes, 25 % of the Time
Req ID: