Private Wealth Consultant

Employer Industry: Financial Services

• Salary up to $190,000
• Incentive and bonus opportunities included in the compensation package
• Access to professional development and learning resources
• Opportunity for career advancement and growth within a stable and ethical organization
• Collaborative and inclusive work environment with networking opportunities across diverse groups
• Chance to make a significant impact on high-net-worth clients and their financial strategies

• Partner with financial advisors to design complex wealth strategies and provide tailored recommendations
• Act as a trusted resource during client interactions, supporting advisors throughout the sales process
• Collaborate with specialists to create differentiated, client‑centric solutions
• Develop marketing strategies and collateral to drive business growth
• Coordinate with various 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 time of application or must obtain within 6 months of hire
• Exceptional communication and presentation skills
• Extensive experience with complex investment and financial planning tailored to high-net-worth clients

• Previous sales experience through an intermediary or financial advisor channel
• CFA, CIMA, CTFA, ChFC, or CFP designations
• Strong understanding of estate planning and trust services for the high-net-worth market

#Financial Services #Wealth Management #Career Opportunity #Competitive Pay #Diversity And Inclusion

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