Wealth Consultant

Job Description Summary

Job Description

As a Wealth Consultant, you will serve as an enterprise-level subject matter expert, partnering with Private Wealth Consultants (PWCs) to drive adoption and advanced use of Wealth Studios for high-net-worth and ultra-high-net-worth clients, typically with $5M+ in investable assets. You will consult on complex planning needs, including business owner exits, concentrated stock strategies, and multigenerational wealth transfers, while strengthening PWC capabilities through collaborative case engagement. Operating with significant autonomy, you will help influence advisor adoption of wealth planning solutions and partner with key stakeholders to deliver meaningful client outcomes.

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.  

• Ability to obtain and maintain required licenses as determined by the role.

Education

Work Experience

Certifications

Travel

Workstyle

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. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.