Private Wealth Consultant

Overview

The Wealth Solutions team provides consultative wealth planning to financial advisors and their high net worth clients ($5m+). As a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and services and lead large projects with significant business impact involving cross‑functional teams. This role can sit in the West Region or at the home office in StPetersburg, FL.

• Serve as an educational and technical resource to manage the complexities of significant wealth, including estate, tax and charitable planning; business succession and exit planning, executive compensation and retirement solutions for individuals.
• Assist in the utilization of financial planning software to provide planning guidance for financial advisors and their clients.
• Build and maintain relationships with financial advisors and provide consultative education of wealth management services and products to support asset retention and growth of new assets.
• Educate financial advisors on the benefits of wealth management products and services for their clients.
• Collaborate with relevant departments to provide comprehensive recommendations for the financial advisor, the client and the client’s legal and tax professionals (e.g. attorney or CPA).
• Participate in developing strategy and communication resources, as well as home office visits and public speaking activities.

• Wealth management/brokerage industry.
• Advanced principles of banking and finance and securities broker/dealer operations.
• Advanced concepts and regulations related to wealth management and financial planning.

• Excellent problem‑solving skills to identify the needs of clients through effective questioning and listening.
• The ability to research issues and confidently help advisors think through clients’ planning strategies.
• The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.
• Articulating complex technical issues to a non‑technical audience.
• Preparing and delivering clear, effective, and professional presentations.
• Strong communication and interpersonal skills to build relationships with clients.

• Identify and position the products and services brokers use in financial planning.
• Provide a high level of customer service and commitment to a supportive and collaborative environment.
• Establish and maintain effective working relationships at all levels of the organization.
• Work independently as well as collaboratively within a team environment.

• Bachelor’s Degree (B.A.) in finance or related field and a minimum of five (5) years of wealth management or financial planning experience, or any equivalent combination of experience, education, and/or training approved by Human Resources.
• Licenses/Certifications:
  
  Certified Financial Planner (CFP), FINRA Series7, insurance or other applicable licenses or certifications are beneficial. Ability to obtain a necessary license if required by management.

• Travel:
  Less than 25%
• Workstyle:
  Remote (total compensation includes base salary or wages and may include additional compensation, discretionary bonuses, or commissions)

• Base salary or wages with potential additional compensation (cash or equity), discretionary bonuses, or commissions.
• Benefits package may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.