Private Wealth Consultant

Job description

Job Description Summary Job Description: The Wealth Solutions team provides consultative financial planning strategies to financial advisors whose clients have investable assets of $5million and up. As a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and services; and lead large projects with a significant business impact involving cross-functional teams. We are looking for a confident, poised and approachable person to join the team to provide indispensable service to our Financial Advisors and clients. Essential Duties and Responsibilities: 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. Assist in the utilization of financial planning software to provide planning guidance for financial advisors and their clients. 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....