Raymond James announced Wednesday that it is offering training for advisers in how to attract and work with high-net-worth and ultra-high-net-worth clients.
The six-month Private Wealth Advisor Program, which combines virtual and in-person sessions, helps advisers understand these clients’ needs, as well as Raymond James’ resources in this area, and earns them a private wealth advisor designation.
The program is led by Andrea Beyer, who recently joined the firm as director of private wealth coaching.
“Raymond James has built a leading platform of advice, planning, solutions and support to serve the complex needs of wealthy clients through their trusted financial advisor,” Kim Jenson, chief operating officer of Raymond James’ Private Client Group, said in a statement. “The addition of the Private Wealth Advisor Program, among other developments, is a natural evolution of our innovative partnership with advisors who specialize in this practice.”
The program’s first class will finish its training this fall, with a second class due to start training later this year.
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