Lead Wealth Management Consultant
2 weeks ago
At Raymond James Financial Services, we innovate, collaborate, decide, deliver, and enhance together.
Raymond James Financial Services is a premier independent investment firm providing exceptional investment solutions and services to individuals seeking tailored strategies for their wealth management objectives.
Lead Wealth Management Consultant
What is the significance of this role within the organization?
The Lead Wealth Management Consultant plays a crucial role within our Total Wealth Solutions team, committed to offering a superior level of service that supports our advisory teams and their client families. This position is well-suited for individuals eager to advance their financial planning expertise while collaborating with and assisting all team members in the financial planning and strategic leadership areas.
What responsibilities will you undertake?
- Develop modular and comprehensive planning outputs for clients of Raymond James Financial Services.
- Engage with complementary departments within Total Wealth Solutions (including Tax Consulting, Tax Preparation, Insurance Solutions, Corporate Trustee, and Philanthropy) to draft detailed planning deliverables.
- Manage the client planning journey from the initial discovery session, data collection, data entry, liaising with the client's other professional advisors, interpreting planning data, and producing and presenting client planning outputs.
- Create thought leadership materials and presentations on financial planning topics for advisors and their client families.
What can you anticipate from us?
Our primary investment is in our people. Upon meeting eligibility criteria, Raymond James Financial Services offers flexible work arrangements, along with a competitive compensation and benefits package. Our benefits include Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and more. We also promote internal advancement and community engagement.
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