**
Chartwell Investment Partners is seeking a Private Wealth Consultant to provide consultative financial planning strategies to financial advisors with high-net-worth clients. The role involves educating advisors on wealth management products, managing complex financial planning issues, and leading impactful projects in a remote work environment.
**
Job Summary
Serve as an educational and technical resource to manage the complexities of significant wealth, including estate, tax and charitable planning; business succession and exit planning, executive compensation and retirement solutions for individuals.
Build and maintain relationships with financial advisors and provide consultative education of wealth management services and products to support asset retention and growth of new assets.
The Wealth Solutions team provides consultative financial planning strategies to financial advisors whose clients have investable assets of $5million and up.
Matching Summary
Match Score: 75
**
Chartwell Investment Partners is seeking a Private Wealth Consultant to provide consultative financial planning strategies to financial advisors with high-net-worth clients. The role involves educating advisors on wealth management products, managing complex financial planning issues, and leading impactful projects in a remote work environment.
**