Private Wealth Consultant

This is a fully remote position, open to applicants in Texas.

📋 Description

• Act as an educational and technical resource to navigate the intricacies of substantial wealth.

• Support the use of financial planning software to deliver strategic guidance.

• Establish and nurture relationships with financial advisors.

• Inform financial advisors about the advantages of wealth management products.

• Collaborate with relevant departments to offer comprehensive recommendations.

• Engage in the development of strategies and communication materials.

⛳️ Requirements

• Bachelor’s Degree (B.A.) in finance or a related discipline.

• A minimum of five (5) years of experience in wealth management or financial planning.

• Certified Financial Planner (CFP) designation.

• FINRA Series 7 license.

• Insurance or other relevant licenses or certifications.

🏝️ Benefits

• Medical, dental, and vision coverage.

• Life insurance.

• Critical illness and accident insurance.

• Disability benefits.

• Retirement savings plan.

• Paid time off, including vacation, holidays, and sick leave.