Private Wealth Consultant

Why consider this job opportunity

• Salary up to $190,000
• Opportunity for career advancement within a stable and ethical company
• Access to a diverse and inclusive workplace culture
• Comprehensive benefits package including incentives and bonuses
• Regular networking opportunities and professional development resources
• Flexibility to travel as required, enhancing client engagement and relationship building

• Partner with financial advisors to design complex wealth strategies and deliver tailored recommendations
• Collaborate with specialists in wealth, tax, trust, and investment to create client‑centric solutions
• Develop marketing strategies and collateral to drive new business growth and enhance advisor capabilities
• Coordinate with operational teams to ensure a smooth and efficient client onboarding experience
• Deliver training on wealth planning and private client solutions to enhance advisor proficiency

• 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 at the time of application
• Strong communication and presentation skills
• Extensive experience with complex investment and estate planning tailored to high-net-worth clients

• Previous sales experience through an intermediary or financial advisor channel
• CFA, CIMA, CTFA, ChFC, or CFP designations
• Proven track record of developing successful wealth strategies

We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.