Private Wealth Consultant - Territory Growth

Hines; Houston, Northern (TX, KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Hines is seeking a Private Wealth Consultant to develop and execute territory-level business strategies in partnership with Internal Sales leadership and regional directors. You will provide investment-oriented guidance to financial advisors, RIAs, and broker-dealers to raise capital and meet territory goals.

The role requires independent judgment in prioritizing opportunities, interpreting trends, and coordinating with product, compliance, and investor relations teams to optimize assets under

Qualifications

• Bachelor’s degree required.
• SIE, Series 7, and Series 63 licenses required or to be obtained within an approved time frame.
• 1+ years of experience in financial services or related advisory support preferred.
• Experience with private wealth distribution and wealth management platforms preferred.

Responsibilities

• Develop, maintain, and refine territory business plans with leadership and regional directors.
• Prepare and deliver advisor-facing presentations and market updates.
• Provide consultative support on private real estate, REITs, and private markets.
• Analyze data to identify growth opportunities and risks within the territory.
• Maintain accurate CRM records and participate in regional meetings.

Skills

SIE license

Series 7

Series 63

Financial services exp

CRM proficiency

Presentation skills

Relationship management

Excel

PowerPoint

Education

Bachelor’s degree

Tools

CRM systems

Investment analytics

Microsoft Office

Job description

Hines is seeking a Private Wealth Consultant to develop and execute territory-level business strategies in partnership with Internal Sales leadership and regional directors. You will provide investment-oriented guidance to financial advisors, RIAs, and broker-dealers to raise capital and meet territory goals.

The role requires independent judgment in prioritizing opportunities, interpreting trends, and coordinating with product, compliance, and investor relations teams to optimize assets under