VP, Senior Wealth Consultant
Lead complex client portfolios, drive results with a $170,000–$225,000 salary, bonus opportunity, and top-tier benefits. FINRA licenses required. 7+ years industry experience essential.
If you are eyeing the role of VP, Senior Wealth Consultant – Ultra High Net Worth at a renowned financial institution, you’ll want to know what makes it special. This is a regular, well-compensated position with a salary ranging from $170,000 to $225,000 per year, plus bonus or incentive opportunities. Qualified candidates must hold active FINRA Series 7 and 66 licenses (or 63/65), a Life & Health insurance license, and have at least 7 years of financial services experience, along with 2 years of working directly with ultra-high-net-worth clients.
Responsabilités quotidiennes
The core of this position centers on managing a select practice of ultra-high-net-worth clients, offering comprehensive wealth management services. You’ll advise on investments, estate planning, retirement, and address banking, lending, and insurance needs. The day involves retaining and growing assets, tailoring financial strategies to individual goals, and collaborating with a range of wealth specialists. Consistent, high-touch client interaction and a commitment to compliance and excellence are at the heart of every day.
Points positifs : Principaux avantages
This role stands out for its competitive earnings and prestigious benefits, including medical, dental, vision coverage, 401(k) matching, and a generous sabbatical program. Additionally, you’ll be part of a culture that values career growth, with ongoing learning, tuition reimbursement, and opportunities for advancement. For ambitious professionals, this position offers the satisfaction of working on complex, rewarding client cases and being recognized for excellent service.
Cons: Considerations
The high expectations and selectivity for this role mean the process is competitive and only well-credentialed, experienced candidates are likely to succeed. Another consideration is the necessity of holding and maintaining several licenses and consistently upholding compliance, which can be rigorous for some.
Verdict final
For skilled professionals in wealth management, this VP, Senior Wealth Consultant position represents an outstanding opportunity. The pay, benefits, and client focus are exceptional, and the expectations match the reward. If you are motivated to work with ultra-high-net-worth clients and want to lead in your field, this is a top-tier role worth applying for.
