Private Wealth Consultant

Willenborg Wealth Management

Remote
Remote
Consultative financial planning strategies
Wealth management products and services
Estate, tax and charitable planning
Willenborg Wealth Management is seeking a Private Wealth Consultant to join their Wealth Solutions team, focusing on providing consultative financial planning strategies to financial advisors and their high-net-worth clients. The ideal candidate should have extensive experience in wealth management, strong interpersonal skills, and relevant certifications

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 total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Private Wealth Consultant to join their Wealth Solutions team, focusing on providing consultative financial planning strategies to financial advisors and their high-net-worth clients. The ideal candidate should have extensive experience in wealth management, strong interpersonal skills, and relevant certifications.

Skills & Requirements

Must-have

  • Consultative financial planning strategies
  • Wealth management products and services
  • Estate, tax and charitable planning
  • Business succession and exit planning
  • Executive compensation and retirement solutions

Nice-to-have

  • Confident, poised and approachable demeanor
  • Indispensable service to Financial Advisors
  • Collaborative and supportive environment

Key Requirements

  • Minimum of ten (10) years of wealth management or financial planning experience
  • Bachelor’s Degree (B.A.) in finance or related field
  • Certified Financial Planner (CFP) or equivalent
  • FINRA Series 7, insurance or other applicable licenses beneficial

Work Rights

Not specified

Tailored Resume

Cover Letter