Private Wealth Consultant

Employer Industry: Financial Services

• Salary up to $190,000
• Incentive and bonus opportunities included in the compensation package
• Opportunity for career advancement and growth within a stable and ethical organization
• Access to networking opportunities and diverse Business Resource Groups
• Comprehensive training and development resources available
• Supportive company culture that values ethics and integrity

• Partner with financial advisors to design complex wealth strategies, leveraging expertise in investment solutions and estate planning
• Act as a trusted resource during client interactions, delivering tailored recommendations to ensure optimal outcomes
• Collaborate with wealth, tax, trust, and investment specialists to create client-centric solutions
• Develop targeted marketing strategies and investment illustrations to drive new business growth
• Coordinate with operational teams to ensure a smooth client onboarding experience

• 5+ years of consulting, portfolio, or sales experience with investment management and trust services
• Ability to travel 50% - 70% as required
• FINRA Series 7 and Series 63 at the time of application or must obtain within 6 months of hire
• Exceptional communication and presentation skills
• Extensive experience with complex investment and private client solutions tailored to the high-net-worth market

• Previous sales experience through an intermediary or financial advisor channel
• CFA, CIMA, CTFA, ChFC, or CFP designations
• Strong understanding of estate planning and financial planning

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