Wealth Advisory Firm Consultant

Job Number: 31350

Salary: $75K-$125K DOE

Industry: Financial Services

Must Haves:

• 2+ years’ experience as a financial advisor, account executive, or business/management consultant within the financial services industry
• Bachelor’s degree required

Your New Role:

This consulting solutions firm is seeking a best-in-class Wealth Advisory Firm Consultant to join their ranks of elite professionals. You’ll engage directly with both existing and potential clients, offering comprehensive expertise to drive revenue, while simultaneously assessing the potential of your clients’ growth amidst the landscape of their industry.

As Wealth Advisory Firm Consultant, your responsibilities will include onboarding and retaining members by developing relationships, building trust, and anticipating their needs. Monitoring and facilitating communication between departments to ensure best possible service is being delivered to those clients on all fronts will also fall under your purview.

You’ll be a match for this role if you believe in advocating for your clients by utilizing your expertise in strategic business and financial matters. Does this sound like you?

This is a hybrid role.

Your New Organization:

While the function of this consulting firm is to grow and strategize with their members, the most valued assets are their employees. The office is busy and collaborative, and teamwork is a priority. They’re committed to providing tailored service to their clients that will help them grow and preserve their financial assets to meet their business goals — whatever that might look like for them.

Your benefits here will include PTO; dental, medical, and vision coverage; disability and life insurance; and a 401(k) plus match.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

Interested in seeing more positions like this? Click here.

Please Note           

Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role. 

We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!

Local candidates are strongly encouraged to apply!

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