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Job Description

Essential Duties and Responsibilities

• Serve as an educational and technical resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; as well as provide expertise for business owner and corporate executive strategies.

• Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings).

• Comprehensive understanding of family legacy and governance planning; risk management; and health and wellness planning.

• Provide fully engaged support to financial advisors in developing a financial planning blueprint for their clients to identify planning needs; determine a planning road map; and track completed objectives.

• Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise.

• Responsible for proactively building and maintaining relationships to help create awareness of our private wealth consulting services. Promote the Wealth Consulting teams through home office visits and public speaking engagements.

• Extensive collaboration with internal and external business partners to provide comprehensive recommendations for the financial advisor, the client and the client’s legal and tax professionals (e.g. attorney or CPA).

• Leverages planning software tools to provide modeling guidance for financial advisors and their clients.

• Frequent participation in advisor education events and client meetings to facilitation asset growth and consolidation.

• Participate in strategic development of new service offerings.

Knowledge, Skills, and Abilities

Knowledge of

• Advanced concepts of private wealth management planning; investment management; and specialized products.

• Advanced principles of banking, trust and finance and securities broker/dealer operations.

• Wealth Planning offerings and partnerships, including longevity, insurance, and investments relationships.

• Detailed and in-depth understanding of Money Guide Pro Elite and Wealth Studios

Skill in

• Excellent problem solving skills to identify the needs of clients through effective questioning and listening.

• The ability to research issues and confidently help advisors think through clients’ planning strategies.

• The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.

• Articulating complex technical financial planning concepts.

• Preparing and delivering clear, effective, and professional presentations.

• Strong communication and interpersonal skills to build relationships financial advisors, internal partners and with clients.

Ability to

• Identify and position the products and services financial advisors use in financial planning.

• Think quickly and creatively, and react well to deadline pressure.

• Provide a high level of customer service and commitment to a supportive and collaborative environment.

• Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements

• Bachelor’s Degree (B.A.) in finance or related field and a minimum of ten (10) years of progressively responsible wealth management planning experience. Experience with investment products and services and ability to deliver consultative services to advisors and their ultra high net worth clients.

• OR

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.

• Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of designations and experience approved by the Wealth Planning management team and hiring manager.

Education

Bachelor’s, Bachelor’s: Business Administration

Work Experience

General Experience – 10 to 15 years

Certifications

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc., Certified Private Wealth Advisor (CPWA) - Investments & Wealth Institute, Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 7_GS (pre 5/77 - No Options) - Financial Industry Regulatory Authority (FINRA)

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

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.

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