Private Wealth Consultant

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary up to $190,000
• Incentive and bonus opportunities available
• Access to comprehensive benefits and a strong total compensation package
• Opportunity for career advancement and growth within a reputable organization
• Supportive and inclusive work environment with diverse Business Resource Groups
• Regular training and networking opportunities to enhance professional development

• Partner with financial advisors to design complex wealth strategies and provide advanced product knowledge
• Act as a trusted resource during client interactions, supporting advisors throughout the sales process
• Collaborate with wealth, tax, trust, and investment specialists to create client‑centric solutions
• Develop and execute marketing strategies to drive new business growth and enhance advisor capabilities
• 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
• Proven experience with complex investment, estate planning, and trust solutions for high‑net‑worth clients
• Exceptional communication and presentation skills

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

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

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