Private Wealth Consultant

Employer Industry: Financial Services

• Salary up to $190,000
• Incentive and bonus opportunities included in the total compensation package
• Access to a diverse and inclusive company culture with various networking opportunities
• Opportunity for career advancement and professional development through regular meetings and learning resources
• Work in a stable and ethical business environment that values employee integrity and ethics

• Partner with financial advisors to design complex wealth strategies and provide advanced product knowledge
• Act as a trusted resource during client interactions and support advisors throughout the sales process
• Collaborate with wealth, tax, trust, and investment specialists to create client-centric solutions
• Develop marketing strategies and collateral to drive new business growth within the assigned territory
• Coordinate with internal 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, estate planning, and private client solutions tailored to the high-net-worth market segment

• Previous sales experience through an intermediary or financial advisor channel
• CFA, CIMA, CTFA, ChFC, or CFP designations
• Strong understanding of trust and private wealth solutions

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