Private Wealth Consultant

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 a significant business impact involving cross-functional teams.  We are looking for a confident, poised and approachable person to join the team to provide indispensable service to our Financial Advisors and clients.

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* Essential Duties and Responsibilities:

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* + 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.

** Knowledge of:*
* + 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.

** Skilled in:*
* + 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.

** Ability to:*
* + 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.

** Educational/Previous Experience Requirements:*
* + 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.

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* Licenses/Certifications:

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* + FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.