Private Wealth Consultant

Employer Industry: Financial Services

• Salary up to $190,000
• Incentive and bonus opportunities for all employees
• Access to learning content on various informational platforms
• Networking opportunities with diverse Business Resource Groups
• Regular meetings for professional development and support
• Strong commitment to ethics and integrity within a stable business environment

• Partner with financial advisors to design complex wealth strategies, utilizing expertise in portfolio management and estate planning
• Act as a trusted resource during client interactions, providing tailored recommendations and supporting advisors throughout the sales process
• Collaborate with specialists to create client-centric solutions that enhance the advisor experience
• Develop marketing strategies and collateral to drive new business growth within the 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 time of application
• Exceptional communication and presentation skills
• Extensive experience with complex investment and estate planning solutions for high-net-worth clients

• Previous sales experience through an intermediary or financial advisor channel
• CFA, CIMA, CTFA, ChFC, or CFP designations
• Strong understanding of financial planning, trust, and private client solutions tailored to the high-net-worth market segment

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

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