About the role
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 engage…