Wealth Consultant

Position Summary

We are seeking a relationship-driven and highly motivated Wealth Consultant to join our growing team. This role is ideal for someone passionate about helping life science professionals build, protect, and optimize their financial future.

Key Responsibilities

• Build and maintain strong long-term relationships with clients in the life sciences sector
• Develop personalized financial plans aligned with each client’s goals, priorities, and stage of life
• Guide clients through investment planning, retirement strategies, risk management, estate considerations, and tax-efficient wealth solutions
• Utilize Life Science Wealth’s “Science of Wealth” methodology to create actionable Roadmaps of Success
• Conduct financial reviews and proactively identify opportunities to improve client outcomes
• Collaborate with internal and external professionals including tax advisors, attorneys, and business consultants
• Educate clients on financial concepts and strategies in a clear, approachable manner
• Stay informed on financial markets, wealth management trends, and developments within the life sciences industry
• Support business development initiatives through networking, referrals, and relationship-building activities
• Deliver a high-touch client experience rooted in trust, professionalism, and integrity

Required Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field
• Experience in financial planning, wealth management, advisory services, or relationship management
• Strong interpersonal and communication skills
• Ability to simplify complex financial topics for clients
• Self-motivated with strong organizational and time-management abilities
• Commitment to ethical conduct and fiduciary-minded service
• Proficiency with CRM and financial planning software

Preferred Qualifications

• CFP®, CFA®, CPA, or other financial industry designation
• Experience working with professionals in biotech, pharmaceutical, healthcare, or life sciences industries
• Existing network within the life sciences community
• Securities and insurance licenses as applicable

Core Competencies

• Client-Centered Mindset
• Strategic Financial Thinking
• Relationship Building
• Integrity & Accountability
• Collaboration & Teamwork
• Adaptability & Continuous Learning
• Problem Solving
• Professional Communication

Why Join Life Science Wealth?

• Work with a highly specialized and growing client base
• Make a meaningful impact on the lives of professionals advancing science and healthcare
• Be part of a collaborative and entrepreneurial culture
• Access professional development and growth opportunities
• Contribute to a firm committed to excellence, innovation, and client success

Compensation & Benefits

• Competitive pay + incentives
• Health, dental, and vision benefits
• Retail savings plan
• Professional development support
• Flexible work environment
• Paid time off and holidays

Join Our Mission

If you are passionate about helping others achieve financial confidence and want to work alongside professionals shaping the future of life sciences, we’d love to hear from you. Apply today to become part of the team at Life Science Wealth.