Job Description
As a Wealth Consultant, you will serve as an enterprise-level subject matter expert, partnering with Private Wealth Consultants (PWCs) to drive adoption and advanced use of Wealth Studios for high-net-worth and ultra-high-net-worth clients, typically with $5M+ in investable assets. You will consult on complex planning needs, including business owner exits, concentrated stock strategies, and multigenerational wealth transfers, while strengthening PWC capabilities through collaborative case engagement. Operating with significant autonomy, you will help influence advisor adoption of wealth planning solutions and partner with key stakeholders to deliver meaningful client outcomes.
Key Responsibilities:
+ Serve as a senior resource for advanced wealth planning and sophisticated client cases, typically involving $5MM+ in investable assets.
+ Partner with Financial Advisors, PWCs, and internal teams to develop, analyze, and present complex planning strategies.
+ Provid...
Key Responsibilities:
+ Serve as a senior resource for advanced wealth planning and sophisticated client cases, typically involving $5MM+ in investable assets.
+ Partner with Financial Advisors, PWCs, and internal teams to develop, analyze, and present complex planning strategies.
+ Provid...