California Licensed Wealth Consultant
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Job Summary
Partnering with financial advisors, the full-time California Licensed Wealth Consultant will assess business performance, deliver consulting guidance on practice management, and drive the adoption of solutions to enhance client outcomes in a hybrid work environment.
Key responsibilities
- Assess business performance and develop actionable plans to drive asset growth and productivity
- Deliver consulting guidance on client segmentation, service models, and operational efficiency
- Lead regular business reviews with advisors to evaluate performance and recommend strategic adjustments
Required qualifications
- Bachelor's degree in business, finance, or a related field
- 5+ years of experience in financial services, wealth management, or consulting roles
- Experience within a financial institution investment program or in relationship management at a broker dealer
- FINRA Series 7 and 63/65 or 66 licenses
Complete Job Description
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