Private Wealth Consultant

The Wealth Solutions team provides consultative wealth planning to financial advisors and their high net worth clients ($5m +). 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.

This role can sit in the West Region or at the home office in St Petersburg, FL

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.

• Educate financial advisors on the benefits of wealth management products and services for their clients.

• Collaborate with relevant departments to provide comprehensive recommendations for the financial advisor, the client and the client’s legal and tax professionals (e.g. attorney or CPA).

• Participate in developing strategy and communication resources, as well as home office visits and public speaking activities.

Knowledge of:

• Wealth management/ brokerage industry.

• Advanced principles of banking and finance and securities broker/dealer operations.

• Advanced concepts and regulations related to wealth management and financial planning.

Skilled in:

• Excellent problem solving skills to identify the needs of clients through effective questioning and listening.

• The ability to research issues and confidently help advisors think through clients’ planning strategies.

• The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.

• Articulating complex technical issues to a non-technical audience.

• Preparing and delivering clear, effective, and professional presentations.

• Strong communication and interpersonal skills to build relationships with clients.

Ability to:

• Identify and position the products and services brokers use in financial planning.

• Provide a high level of customer service and commitment to a supportive and collaborative environment.

• Establish and maintain effective working relationships at all levels of the organization.

• Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in finance or related field and a minimum of five (5) years of wealth management or financial planning experience.

• or

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• Bachelor's degree, Certified Financial Planner (CFP), other combination of designations and experience approved by the hiring manager.

• FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.