Financial Service Products And Solutions Consultant Iv – Wealth Consultant

Willenborg Wealth Management

Base salary components; + compensation (cash or eq...
Hybrid
Cfp certification required
8-10 years wealth management experience
$5m+ investable assets expertise
This role serves as an enterprise-level subject matter expert partnering with Private Wealth Consultants to drive adoption of advanced wealth planning solutions

Job Summary

  • This role serves as an enterprise-level subject matter expert partnering with Private Wealth Consultants to drive adoption of advanced wealth planning solutions.
  • The consultant will handle complex planning needs including business owner exits, concentrated stock strategies, and multigenerational wealth transfers for clients with $5M+ in assets.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, disability benefits, retirement savings, and paid time off.

Matching Summary

This role serves as an enterprise-level subject matter expert partnering with Private Wealth Consultants to drive adoption of advanced wealth planning solutions.

Salary

Base salary components; Additional compensation (cash or equity); Discretionary bonuses or commissions

Skills & Requirements

Must-have

  • CFP certification required
  • 8-10 years wealth management experience
  • $5M+ investable assets expertise
  • MoneyGuide and Wealth Studios proficiency
  • Complex estate and tax planning

Nice-to-have

  • Series 7 license preferred
  • Strong presentation skills
  • Influencing without authority
  • Business owner exit strategies
  • Multigenerational wealth transfers

Key Requirements

  • Bachelor's degree in Finance or related field
  • Minimum 8-10 years progressive experience
  • CFP® certification required
  • FINRA Series 7 strongly preferred
  • Ability to obtain required licenses

Work Rights

Not specified

Tailored Resume

Cover Letter