Talent.com
Wealth Consultant

Wealth Consultant

Waldron Private WealthBridgeville, PA, United States
8 days ago
Job type
  • Full-time
Job description

Description

Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental revenue growth from existing clients and developing new channels to drive revenue growth.

In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial advice to their clients by serving as the client's trusted advisor and assuring proper administration and compliance with policies, procedures, and regulations.

As a Wealth Consultant you will :

  • Identify, solicit, close, and retain new clients of high / ultra-high net worth through individual and group business development efforts. Grow revenue by securing new wallet share from existing clients.
  • Act as the Strategic Advisor on client engagements.
  • A strategic advisor defined as being :

Responsible for providing enhanced service and technical execution of the client relationship.

  • Responsible for helping to identify and develop new growth opportunities from the existing relationship via additional wallet share or new introductions to the clients' networks.
  • Act as the Lead Advisor on client engagements.
  • A lead advisor defined as being :

    • Responsible for the service and technical execution of the client relationship.

  • Accountable for the actions of the other service team members assigned to a client engagement.
  • Viewed by the client as "the authority" for their family's finances.
  • Accountable for the retention of assigned clients.
  • May act as the Service Advisor on client relationships which is defined as being :

    • Accountable for internal execution of items necessary for service delivery.

  • Delivering advice directly to the client independently or in conjunction with the Lead Advisor.
  • Play a significant role in relationship management.
  • Lead and oversee all service aspects of the client relationship and ensure outstanding client service, with regular communication and prompt anticipation of, and attention to, client needs.
  • Collaborate with the wealth planning and investment teams to develop and deliver customized wealth management solutions to individuals and families that are consistent with client objectives and risk tolerances.
  • Expand and deepen client relationships by proactively identifying and executing various client needs.
  • Maintain knowledge of applicable laws and regulations as well as knowledge of relevant policies and procedures to ensure all requirements are met.

    • Requirements

  • Bachelor's Degree in finance or related field required. Advanced degree preferred.
  • Minimum of eight (8) years of experience in Wealth Advisory required. Ten (10) years preferred..
  • Minimum of two (2) years of a proven track record of successful business development activities required.
  • Minimum of one (1) year of experience as lead advisor on assets under management (AUM) of $10+ million required.
  • CFP / CPA / JD or other professional designation required. Extensive experience may be considered in lieu of professional designation.
  • Series 65 or 66 required or obtained within three (3) months unless regulatory exemption is granted.
  • Advanced computer skills including MS Office applications (Word, Excel, Power Point), Internet, and e-mail.
  • Highly competitive in nature and motivated.
    • Create a job alert for this search

    Wealth Consultant • Bridgeville, PA, United States

    Related jobs
    Wealth Planning Associate

    Wealth Planning Associate

    Waldron Private WealthBridgeville, PA, US
    Full-time
    Quick Apply
    Waldron Private Wealth (Waldron) is looking for a Wealth Planning Associate to execute Waldron’s financial planning process which encompasses analysis, client deliverables, technical planning...Show moreLast updated: 12 days ago
    • Promoted
    Licensed Marriage and Family Therapist in Bridgeville, PA

    Licensed Marriage and Family Therapist in Bridgeville, PA

    LifeStance HealthClaysville, PA, US
    Full-time
    We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral healthcare.Int...Show moreLast updated: 30+ days ago
    • Promoted
    Entry Level Marketing Hourly Pay + Bonuses

    Entry Level Marketing Hourly Pay + Bonuses

    Home Genius ExteriorsUniontown, PA, US
    Full-time
    Join One of the Fastest-Growing Remodeling Companies in the U.Home Genius Exteriors has skyrocketed from $2.M to $161M in just 6 years—and we’re on track to hit $1B faster than anyone i...Show moreLast updated: 16 days ago
    • Promoted
    • New!
    Business Consulting - Managing Business Consultant

    Business Consulting - Managing Business Consultant

    Metasys Technologies, Inc.Pittsburgh, PA, US
    Full-time
    Managing Business Consultant SAP Solution Architect.Client is seeking a Managing Business Consultant SAP Solution Architect with deep expertise in integrating SAP BTP solutions with SAP ECC.The rol...Show moreLast updated: 19 hours ago
    • Promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionAmity, Pennsylvania, US
    Full-time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    Leasing Consultant

    Leasing Consultant

    Hudson Companies CareersCranberry Township, Pennsylvania, US
    Full-time
    Hudson Property Management is recruiting for a full-time leasing consultant.Our company is a dynamic, fast-growing real estate investment company located in Pittsburgh, PA.The Hudson Companies is a...Show moreLast updated: 30+ days ago
    • Promoted
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border ProtectionWaynesburg, Pennsylvania, US
    Full-time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Licensed Investment Services Consultant - PNC Wealth Management

    Licensed Investment Services Consultant - PNC Wealth Management

    PNCPittsburgh, PA, United States
    Full-time
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 16 hours ago
    • Promoted
    Business Consulting - Sr. Business Consultant

    Business Consulting - Sr. Business Consultant

    Metasys TechnologiesPittsburgh, PA, US
    Temporary
    Remote position (some travel might be required).Seeking an IT FI resource experienced in Asset Accounting with strong knowledge in AR / AP, Treasury or IHC, and FSCM. Support Fixed Assets updates with...Show moreLast updated: 11 days ago
    • Promoted
    Leasing Consultant

    Leasing Consultant

    Hudson CompaniesCranberry Township, Pennsylvania, United States, 16066
    Full-time
    Quick Apply
    Hudson Property Management is recruiting for a full-time leasing consultant.Our company is a dynamic, fast-growing real estate investment company located in Pittsburgh, PA.The Hudson Companies is a...Show moreLast updated: 30+ days ago
    • Promoted
    Share Your Opinions. Earn Rewards.

    Share Your Opinions. Earn Rewards.

    Opinion EdgeCarnot-Moon, PA, US
    Full-time
    Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show moreLast updated: 6 days ago
    • Promoted
    Associate, Sales

    Associate, Sales

    Goldman Sachs Wealth Services, L.PCanonsburg, PA, US
    Full-time
    Associate, Sales with Goldman Sachs Wealth Services, L.Work with an advisor team to help service clients and their families, providing comprehensive personal financial planning, investment planning...Show moreLast updated: 20 days ago
    • Promoted
    Remote Opinion Contributor

    Remote Opinion Contributor

    Prime InsightsLower Burrell, PA, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 6 days ago
    • Promoted
    Wealth Banker - PNC Wealth Management

    Wealth Banker - PNC Wealth Management

    PNCPittsburgh, PA, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 8 days ago
    • Promoted
    Mental Health Therapist

    Mental Health Therapist

    SonderMind CareersUniontown, PA, US
    Full-time
    SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....Show moreLast updated: 7 days ago
    • Promoted
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    DynataLower Burrell, PA, US
    Full-time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...Show moreLast updated: 6 days ago
    • Promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance BuzzSpringdale, Pennsylvania, US
    Full-time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Focus Group Participant

    Focus Group Participant

    Reel EdgeFredericktown, PA, US
    Full-time +1
    We are a gambling technology company looking for individuals to join our focus group on an.You will earn $800 to $1,200 for about 20 hours of participation, with opportunities for continued.This is...Show moreLast updated: less than 1 hour ago