Financial Service Products and Solutions Consultant IV – Wealth Consultant

Key Responsibilities

• Serve as a senior resource for advanced wealth planning and sophisticated client cases, typically involving $5MM+ in investable assets.
• Partner with Financial Advisors, PWCs, and internal teams to develop, analyze, and present complex planning strategies.
• Provide expertise across estate and tax planning, trusts and entities, charitable planning, business succession, executive compensation, and retirement planning.
• Support the use and adoption of Wealth Studios, MoneyGuide, and firm-approved planning tools, including best practices, enhancements, and QA testing.
• Develop and deliver training, translate complex concepts into practical guidance, and represent Wealth Planning in firm, recruiting, and business development initiatives.
• Collaborate across departments to align expertise and deliver comprehensive solutions for advisors and clients.

Knowledge, Skills, And Abilities

• Advanced wealth management and brokerage industry practices.
• Sophisticated financial planning concepts, regulations, and risk considerations.
• MoneyGuide, Wealth Studios, and/or eMoney.
• Expert consultative and problem-solving skills for complex client scenarios.
• Ability to research, analyze, and synthesize advanced planning strategies.
• Strong presentation and facilitation skills for senior-level audiences.
• Exceptional communication and interpersonal skills to influence without authority.
• Ability to manage multiple high-complexity projects simultaneously.
• Operate independently with minimal supervision while influencing outcomes at an enterprise level.
• Build trusted relationships with Financial Advisors, senior leaders, and cross-functional partners.
• Maintain a high standard of service in a fast-paced, advisor-centric environment.
• Apply expert judgment to ambiguous, high-impact situations.

Education & Experience

• Bachelor's degree in Finance or a related field.
• Minimum 8–10 years of progressive experience in wealth management, financial planning, or related advisory roles.
• OR An equivalent combination of education, training, and experience approved by Human Resources.

Licenses & Certifications

• CFP® required (or equivalent advanced designation approved by the hiring manager).
• FINRA Series 7 strongly preferred; additional securities and insurance licenses beneficial.

Workstyle

Hybrid

Total Compensation

• The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retail savings plan.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Behavioral Expectations

• Develop
• Collaborate
• Decide
• Deliver
• Improve

Company Culture

• Client-first, integrity, independence, and a conservative, long-term view are the core values of Raymond James.
• Raymond James expects its associates to grow professionally and inspire others to do the same.
• Associates are expected to work with and through others to achieve desired outcomes, make prompt, pragmatic choices, act with the client in mind, take ownership and hold themselves and others accountable for delivering results that matter, and contribute to the continuous evolution of the firm.
• At Raymond James, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.