Life Science Wealth Consultant

SalesDraft Recruiting; United States; Remoto; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Dental benefits

Retirement plan

Professional development

Flexible work environment

Paid time off

Descrizione del lavoro

Life Science Wealth is seeking a Wealth Consultant to help founders, executives, physicians, and researchers optimize their financial futures within a specialized advisory framework.

You will build personalized plans, guide investments and retirement strategies, and collaborate with tax advisors and attorneys to deliver comprehensive solutions.

The role emphasizes client service, integrity, and long-term relationships, with a remote-friendly setup across major US markets.

Competenze

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Experience in financial planning, wealth management, advisory services, or relationship management.
• Proficiency with CRM and financial planning software.

Mansioni

• Build and maintain long-term relationships with life sciences clients.
• Develop personalized financial plans based on client goals and life stage.
• Guide clients through investments, retirement, tax, estate, and wealth strategies.

Conoscenze

Relationship management

Financial planning

Communication

Fiduciary-minded service

Formazione

Bachelor's degree in Finance/Business/Economics

Strumenti

CRM software

Financial planning software

Descrizione del lavoro

Life Science Wealth is seeking a Wealth Consultant to help founders, executives, physicians, and researchers optimize their financial futures within a specialized advisory framework.

You will build personalized plans, guide investments and retirement strategies, and collaborate with tax advisors and attorneys to deliver comprehensive solutions.

The role emphasizes client service, integrity, and long-term relationships, with a remote-friendly setup across major US markets.