Family Wealth Consultant

Key Responsibilities

• Serve as the trusted advisor to private investors and multi-generational families, coordinating all aspects of the client relationship
• Build deep, long-term relationships by understanding client’s goals, values, and legacy objectives
• Conduct regular client communication through calls, emails, and in-person/virtual meetings to ensure ongoing engagement and satisfaction
• Prepare personalized client deliverables, investment policy statements that reflect individual goals and values
• Support organic growth through exceptional service, and selective business development activities

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or related field, preferred
• 4+ years of experience in investment consulting, wealth management, or financial services
• Excellent written and verbal communication skills able to explain complex concepts clearly
• Self-motivated with ability to manage multiple priorities and meet deadlines
• CFP, CFA, CPA, or CKA designation (or progress towards a designation), preferred