More jobs:
Strategic Private Wealth Consultant, Outsourced Advisory
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-28
Listing for:
CFA Institute
Full Time
position Listed on 2026-01-28
Job specializations:
-
Business
Business Development -
Sales
Sales Consultant, Business Development
Job Description & How to Apply Below
A leading financial services company seeks a Private Wealth Consultant to enhance sales processes and strengthen advisor relationships. Candidates should have substantial industry knowledge and a successful sales background. Responsibilities include leading the sales process, sourcing new opportunities, and collaborating with internal teams. A Bachelor's degree, professional designations, and Series 65 are preferred. Join a diverse team with competitive compensation and benefits.
This role is based in the Central United States, offering a salary range of $150,000 - $175,000.
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