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Senior Private Wealth Strategist
Job in
Racine, Racine County, Wisconsin, 53404, USA
Listed on 2026-07-13
Listing for:
Raymond James
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Raymond James seeks a seasoned Wealth Solutions professional to consult with financial advisors and their high net worth clients on comprehensive wealth management strategies. You will lead large cross‑functional projects and educate teams on advanced wealth planning concepts, estate and tax considerations, and client service delivery.
The role supports a West Region or St. Petersburg home office location, requiring strong presentation and relationship-building skills and the ability to travel
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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