Senior Private Wealth Strategist
Listed on 2026-09-22
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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
Step into the Senior Private Wealth Strategist role at Raymond James in Town of Texas, WI, United States and grow with us.
All applications are reviewed carefully by our team.
This is a Full Time role.
The position is based in Town of Texas, WI, United States.
This opportunity is part of our work in Consulting.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).