Financial Service Products and Solutions Consultant IV - Wealth Consultant

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
• Bachelor's: Business Administration, Bachelor's: Economics, Bachelor's: Finance
• Work Experience
• General Experience - 6 to 10 years
• Certifications
• Other Certification Not Listed - Other
• Travel
• Less than 25%
• Workstyle
• Hybrid
• 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
• #LI-JM1

Benefits

Additional Information

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.

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