Private Wealth Consultant

PRIVATE WEALTH CONSULTANT

Stamford l Westport l Fairfield, CT Offices

Full-Time

Career Changers Welcome

We are currently seeking professionals who have built their careers around relationships, communication, leadership, business development, client service, or community engagement and are interested in exploring a long-term opportunity in wealth management. Individuals who thrive in this role often come from backgrounds where trust, relationship management, problem-solving, and helping others are central to success.

WHAT WE'RE LOOKING FOR

• Experience developing and maintaining professional relationships.
• Strong communication and interpersonal skills.
• Ability to influence outcomes and earn trust.
• Experience in customer-facing, client-facing, leadership, or business development environments.
• Self-motivated individuals interested in long-term professional growth.
• Professionals who enjoy helping others and building meaningful relationships.

WHAT THE ROLE LOOKS LIKE

• Learn a comprehensive wealth management process through training, mentorship, and real-world client interactions.
• Develop and maintain relationships with individuals, families, and business owners.
• Help clients identify financial strategies aligned with their goals and priorities.
• Conduct ongoing review meetings and advisory conversations as client needs evolve.
• Build a long-term practice supported by mentorship, technology, planning resources, and an established professional network.
• Leverage your existing relationship-building, leadership, communication, and business development experience in a new professional setting.

TRAINING & SUPPORT

• Comprehensive training program for professionals entering financial services.
• Licensing support, study resources, and mentorship from experienced advisors.
• Joint work opportunities with experienced advisors and specialists.
• Ongoing coaching and professional development.
• Access to planning tools, technology, marketing resources, and operational support.

COMPENSATION & LONG-TERM GROWTH

• Year-one launch stipend designed to provide support while building your practice.
• Additional income opportunities through helping clients implement financial strategies and solutions.
• Long-term recurring revenue potential through ongoing client relationships.
• Ownership of your client relationships and the opportunity to build your own practice over time.

IDEAL BACKGROUNDS

• Sales professionals.
• Relationship-oriented professionals.
• Customer-facing professionals.
• Business development professionals.
• Leadership professionals.
• Recruiters, bankers, teachers, coaches, hospitality leaders, entrepreneurs, and other professionals with strong relationship-building experience.

This opportunity is designed for professionals seeking a career path that combines personal growth, professional development, meaningful client relationships, and the ability to build a long-term practice supported by mentorship and training.