Financial Service Products And Solutions Consultant Iv – Wealth Consultant
Chartwell Investment Partners
Base salary components included; + compensation (c...
Hybrid
Cfp certification required
8-10 years wealth management experience
Expertise in estate and tax planning
Chartwell Investment Partners is seeking a Wealth Consultant to support high-net-worth clients by utilizing advanced wealth planning strategies. The role involves collaboration with financial advisors and internal teams to enhance client outcomes and promote the use of Wealth Studios and other financial planning tools
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 position requires deep expertise in complex planning areas including concentrated stock strategies, multigenerational wealth transfers, and executive compensation.
Candidates will operate with significant autonomy to deliver meaningful client outcomes while maintaining a high standard of service in a fast-paced environment.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Wealth Consultant to support high-net-worth clients by utilizing advanced wealth planning strategies. The role involves collaboration with financial advisors and internal teams to enhance client outcomes and promote the use of Wealth Studios and other financial planning tools.
Salary
Base salary components included; Additional compensation (cash or equity) possible; Discretionary bonuses or commissions eligible
Skills & Requirements
Must-have
CFP certification required
8-10 years wealth management experience
Expertise in estate and tax planning
Proficiency with MoneyGuide and Wealth Studios
Ability to influence without authority
Nice-to-have
FINRA Series 7 license preferred
Strong presentation skills for senior audiences
Experience with business succession strategies
Collaborative problem-solving approach
Key Requirements
Bachelor's degree in Finance or related field
Minimum 8-10 years progressive experience in wealth management