Private Wealth Consultant

About the role

For our client, we are seeking a Private Wealth Consultant to join the team of a leader in the Finance & Insurance space. This role will serve as a trusted resource for financial advisors and high-net-worth clients, helping shape tailored wealth management strategies and planning solutions. The consultant will partner closely with advisors to support asset retention and growth while strengthening client relationships. In addition, this position will collaborate across departments to deliver comprehensive recommendations, educate teams on wealth management offerings, and contribute to advisor development efforts.

Location & compensation

Remote - US based candidates only, no visa sponsorship available. Compensation: $100,000 – $120,000 annually

Responsibilities

• Serve as a consultative resource for financial advisors and high-net-worth clients
• Utilize financial planning software to guide advisors in client planning
• Build relationships with financial advisors to support asset retention and growth
• Educate advisors on wealth management products and services
• Collaborate with departments to create comprehensive financial recommendations
• Develop strategies and communication resources for advisor education
• Participate in public speaking and home office visits

Qualifications

• Bachelor's degree in finance or a related field required
• Minimum of 5 years of wealth management or financial planning experience
• Certified Financial Planner (CFP) designation preferred
• FINRA Series 7 or equivalent licenses beneficial
• Ability to obtain necessary licenses as required by management

Benefits

• Medical, dental, and vision insurance
• Life insurance and critical illness coverage
• Disability benefits
• Retirement savings plan
• Paid time off including vacation and holidays
• Parental leave