About this role
Private Wealth Consultant at Raymond James. Location: Texas or St Petersburg. Role: consulting advisors, providing recommendations, leading projects Requirements: Bachelor's degree and minimum 5 years wealth management/financial planning experience preferred; CFP and FINRA Series 7 beneficial; strong communication, technical and project skills; ability to obtain licenses as required. Category: Finance Seniority: Senior Level Certifications: cfp, series 7, insurance Commitment: Full Time Workplace: Remote Languages: English