Private Wealth Consultant

Why consider this job opportunity:

• Salary up to $190,000
• Incentive and bonus opportunities for all employees
• Competitive salaries with a comprehensive benefits package
• Opportunities for career advancement and growth within the organization
• Supportive and inclusive company culture that values diversity
• Chance to work closely with high-net-worth clients and deliver impactful wealth solutions

• Partner with financial advisors to design complex wealth strategies, leveraging expertise in portfolio management and estate planning
• Act as a trusted resource during client interactions, delivering tailored recommendations 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
• 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 the time of application
• Strong 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
• Familiarity with the high-net-worth market segment and tailored financial solutions

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