Private Wealth Consultant

Why consider this job opportunity:

• Salary up to $190,000
• Opportunity for bonus incentives and variable compensation in sales-focused roles
• Access to extensive benefits and professional development resources
• Regular networking opportunities with diverse Business Resource Groups
• Supportive and ethical company culture that values integrity and inclusivity
• Chance to make a significant impact on high-net-worth clients through tailored wealth strategies

• Partner with financial advisors to design and implement complex wealth strategies
• Act as a trusted resource during client interactions, providing tailored recommendations
• Collaborate with specialists to create client-centric investment and planning solutions
• Develop marketing strategies and collateral to drive new business growth
• Deliver training on wealth planning and trust services to enhance advisor capabilities

• 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 or must obtain within 6 months of hire
• Exceptional communication and presentation skills
• Extensive experience with high-net-worth market investment and planning solutions

• Previous sales experience through an intermediary or financial advisor channel
• CFA, CIMA, CTFA, ChFC, or CFP designations
• Strong background in complex investment and estate planning strategies

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