Private Wealth Consultant

Why consider this job opportunity

• Salary up to $190,000
• Competitive incentive and bonus opportunities
• Access to extensive benefits offerings
• Opportunity for career growth and networking within a diverse and inclusive culture
• Work with a collaborative team of experts in wealth management
• Be part of a company with a strong ethical foundation and commitment to client success

• Partner with financial advisors to design complex wealth strategies, leveraging expertise in investment and estate planning
• Act as a trusted resource during client interactions, delivering tailored recommendations
• Collaborate with specialists to create client‑centric solutions that enhance advisor capabilities
• Develop marketing strategies and collateral to drive new business growth within the assigned territory
• Deliver training on wealth planning and private client solutions to enhance advisor proficiency

• 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
• Exceptional communication and presentation skills
• Extensive experience with complex investment and estate planning solutions

• Previous sales experience through an intermediary or financial advisor channel
• CFA, CIMA, CTFA, ChFC, or CFP designations
• Strong understanding of the high‑net‑worth market segment

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