at Raymond James

Investment Banking

Posted 8 days ago

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Senior Wealth Strategist: Leads complex wealth management strategies, requiring 7+ years' experience. Develops, implements, and monitors customized financial plans for UHNW clients. Key responsibilities include portfolio analysis, risk management, and building trusted client relationships. Proficient inusing FactSet, Bloomberg, and industry-specific software. Ideal candidate possesses a relevant certification (e.g., CFP, CFA) and a bachelor's degree in finance, economics, or a related field. Proven investment strategy and client engagement skills essential.

Compensation

Not specified USD

Currency: $ (USD)

City

Not specified

Country

United States