Wealth Consultant

As a Wealth Consultant, you will serve as an enterprise-level subject matter expert, partnering with Private Wealth Consultants (PWCs) to drive adoption and advanced use of Wealth Studios for high-net-worth and ultra-high-net-worth clients, typically with $5M+ in investable assets. You will consult on complex planning needs, including business owner exits, concentrated stock strategies, and multigenerational wealth transfers, while strengthening PWC capabilities through collaborative case engagement. Operating with significant autonomy, you will help influence advisor adoption of wealth planning solutions and partner with key stakeholders to deliver meaningful client outcomes.

Key Responsibilities:

• Serve as a senior resource for advanced wealth planning and sophisticated client cases, typically involving $5MM+ in investable assets.

• Partner with Financial Advisors, PWCs, and internal teams to develop, analyze, and present complex planning strategies.

• Provide expertise across estate and tax planning, trusts and entities, charitable planning, business succession, executive compensation, and retirement planning.

• Support the use and adoption of Wealth Studios, MoneyGuide, and firm-approved planning tools, including best practices, enhancements, and QA testing.

• Develop and deliver training, translate complex concepts into practical guidance, and represent Wealth Planning in firm, recruiting, and business development initiatives.

• Collaborate across departments to align expertise and deliver comprehensive solutions for advisors and clients.

Knowledge, Skills, and Abilities

• Advanced wealth management and brokerage industry practices.

• Sophisticated financial planning concepts, regulations, and risk considerations.

• MoneyGuide, Wealth Studios, and/or eMoney.

• Expert consultative and problem-solving skills for complex client scenarios.

• Ability to research, analyze, and synthesize advanced planning strategies.

• Strong presentation and facilitation skills for senior-level audiences.

• Exceptional communication and interpersonal skills to influence without authority.

• Ability to manage multiple high-complexity projects simultaneously.

• Operate independently with minimal supervision while influencing outcomes at an enterprise level.

• Build trusted relationships with Financial Advisors, senior leaders, and cross-functional partners.

• Maintain a high standard of service in a fast-paced, advisor-centric environment.

• Apply expert judgment to ambiguous, high-impact situations.

Education & Experience

• Bachelor's degree in Finance or a related field.

• Minimum 8–10 years of progressive experience in wealth management, financial planning, or related advisory roles.

OR

• An equivalent combination of education, training, and experience approved by Human Resources.

Licenses & Certifications

• CFP® required (or equivalent advanced designation approved by the hiring manager).

• FINRA Series 7 strongly preferred; additional securities and insurance licenses beneficial.

• Ability to obtain and maintain required licenses as determined by the role.