Private Wealth Consultant

Employer Industry: Financial Services

• Salary up to $190,000
• Incentive and bonus opportunities for all employees
• Opportunity for career advancement and growth within a stable and ethical organization
• Access to a diverse range of networking opportunities and resources
• Regular one‑on‑one meetings and support from management
• Work within an inclusive company culture that values ethics and integrity

• Partner with financial advisors to design complex wealth strategies and provide tailored recommendations
• Act as a trusted resource during client interactions, supporting 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
• 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 time of application or must obtain within 6 months of hire

• Previous sales experience through an intermediary or financial advisor channel
• Exceptional communication and presentation skills
• Extensive experience with complex investment, estate planning, and private client solutions
• CFA, CIMA, CTFA, ChFC, or CFP designations

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.