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UHNW Private Wealth Strategist

Job in Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for: Raymond James
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking a Private Wealth Consultant to provide comprehensive wealth management services to ultra-high net worth clients. The role involves offering consultative services, collaborating with financial advisors, and delivering technical expertise in complex financial planning strategies. The ideal candidate possesses a Bachelor's degree in finance or a related field, a minimum of ten years of experience, and certifications such as CFP or CPWA.

This position supports a hybrid work environment, emphasizing client-first values and professional growth.
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