Wealth Consultant

Wealth Consultant About Life Science Wealth: Life Science Wealth is a specialized financial advisory firm dedicated exclusively to life science founders, executives, professionals, and their families. Using our proprietary “Science of Wealth” methodology, we create customized Roadmaps of Success that help clients navigate complex financial decisions with clarity and confidence. Our mission is to reduce financial stress so our clients can focus on advancing innovation and improving lives through science. We believe wealth planning should be deeply personal, strategic, and aligned with every stage of life and career. Our culture is built on client-first service, integrity, collaboration, innovation, and long‑term relationship building. Position Summary We are seeking a relationship-driven and highly motivated Wealth Consultant to join our growing team. This role is ideal for someone passionate about helping life science professionals build, protect, and optimize their financial future. As a Wealth Consultant, you will work closely with founders, biotech executives, physicians, researchers, and emerging leaders in the life sciences industry to deliver personalized financial strategies across investments, retirement, tax planning, estate planning, protection strategies, and wealth preservation. You will serve as a trusted advisor who combines financial expertise with empathy, strategic thinking, and a commitment to exceptional client service. Key Responsibilities Build and maintain strong long-term relationships with clients in the life sciences sector Develop personalized financial plans aligned with each client’s goals, priorities, and stage of life Guide clients through investment planning, retirement strategies, risk management, estate considerations, and tax‑efficient wealth solutions Utilize Life Science Wealth’s “Science of Wealth” methodology to create actionable Roadmaps of Success Conduct financial reviews and proactively identify opportunities to improve client outcomes Collaborate with internal and external professionals including tax advisors, attorneys, and business consultants Educate clients on financial concepts and strategies in a clear, approachable manner Stay informed on financial markets, wealth management trends, and developments within the life sciences industry Support business development initiatives through networking, referrals, and relationship‑building activities Deliver a high‑touch client experience rooted in trust, professionalism, and integrity What We’re Looking For Required Qualifications Bachelor’s degree in Finance, Business, Economics, or a related field Experience in financial planning, wealth management, advisory services, or relationship management Strong interpersonal and communication skills Ability to simplify complex financial topics for clients Self‑motivated with strong organizational and time‑management abilities Commitment to ethical conduct and fiduciary‑minded service Proficiency with CRM and financial planning software Preferred Qualifications CFP®, CFA®, CPA, or other financial industry designation Experience working with professionals in biotech, pharmaceutical, healthcare, or life sciences industries Existing network within the life sciences community Securities and insurance licenses as applicable Core Competencies Client‑Centered Mindset Strategic Financial Thinking Relationship Building Integrity & Accountability Collaboration & Teamwork Adaptability & Continuous Learning Problem Solving Professional Communication Why Join Life Science Wealth? At Life Science Wealth, you’ll join a mission‑driven firm focused on helping innovators and scientific leaders achieve financial clarity and long‑term success. We value meaningful relationships, personalized service, and collaborative growth. You’ll have the opportunity to: Work with a highly specialized and growing client base Make a meaningful impact on the lives of professionals advancing science and healthcare Be part of a collaborative and entrepreneurial culture Access professional development and growth opportunities Contribute to a firm committed to excellence, innovation, and client success Compensation & Benefits Competitive pay + incentives Health, dental, and vision benefits Retirement savings plan Professional development support Flexible work environment Paid time off and holidays Join Our Mission If you are passionate about helping others achieve financial confidence and want to work alongside professionals shaping the future of life sciences, we’d love to hear from you. Apply today to become part of the team at Life Science Wealth. #J-18808-Ljbffr