Private Wealth Consultant

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary range from $144,800 to $190,000
• Incentive and bonus opportunities included in the compensation package
• Opportunity for career advancement within a strong, stable, and ethical business
• Access to diverse networking opportunities and Business Resource Groups
• Regular one‑on‑one meetings and support from management
• Commitment to an inclusive and vibrant company culture that values ethics and integrity

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

• 5+ years of consulting, portfolio, or sales experience in investment management and trust services
• Ability to travel 50% – 70% as required
• FINRA Series 7 and Series 63 licenses at the time of application
• Exceptional communication and presentation skills
• Extensive experience with complex investment and private client solutions for high‑net‑worth individuals

• Previous sales experience through an intermediary or financial advisor channel
• CFA, CIMA, CTFA, ChFC, or CFP designations
• Experience with estate planning and financial planning tailored to the high‑net‑worth market

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