Remote Life Science Wealth Advisor

SalesDraft Recruiting; Boston, New York, Washington, Raleigh (MA, NY, District of Columbia, NC); Teletrabalho; USD 90 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health, dental, and vision benefits

Retirement savings plan

Flexible work environment

Paid time off and holidays

Resumo da oferta

Life Science Wealth, a specialized financial advisory firm, seeks a relationship-driven Wealth Consultant to help life science founders, executives, physicians, researchers, and professionals build, protect, and optimize their financial futures.

The role involves crafting personalized plans, guiding investment and retirement strategies, and collaborating with tax advisors and attorneys, all from a remote-friendly, client-first environment.

Qualificações

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience in financial planning, wealth management, advisory services, or relationship management.
• Strong communication and interpersonal skills.

Responsabilidades

• Build and maintain long-term relationships with clients in life sciences.
• Develop personalized financial plans based on client goals and life stage.
• Guide clients through investment planning, retirement, tax, estate, and risk planning.
• Use proprietary methodology to develop actionable Roadmaps of Success.
• Conduct regular financial reviews and identify opportunities to improve client outcomes.
• Explain complex financial concepts clearly and simply.
• Collaborate with tax advisors, attorneys, and other professionals.
• Stay current on markets and life sciences industry developments.
• Contribute to business development through networking and referrals.

Conhecimentos

Relationship building

Financial planning

Communication

Ethical conduct

CRM proficiency

Formação académica

Bachelor's degree in Finance/Business/Economics

Ferramentas

CRM software

Financial planning software

Descrição da oferta de emprego

Life Science Wealth, a specialized financial advisory firm, seeks a relationship-driven Wealth Consultant to help life science founders, executives, physicians, researchers, and professionals build, protect, and optimize their financial futures.

The role involves crafting personalized plans, guiding investment and retirement strategies, and collaborating with tax advisors and attorneys, all from a remote-friendly, client-first environment.