Wealth Consultant

SalesDraft Recruiting; Boston, New York, Washington, Raleigh (MA, NY, District of Columbia, NC); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

Retirement savings plan

Flexible work environment

Paid time off and holidays

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship building

Financial planning

Communication

Ethical conduct

CRM proficiency

Education

Bachelor's degree in Finance/Business/Economics

Tools

CRM software

Financial planning software

Job description

Full-Time in United States - Remote OK - Mid Level

Wealth Consultant

Bachelor's Degree and Relevant Experience Required

Remote but must live in one of these areas: Boston, NY/NJ, Philadelphia, Washington DC, Raleigh, Chicago, Seattle, San Francisco, Los Angeles, or San Diego

Help the People Advancing Science Build Their Financial Future

Life Science Wealth is a specialized financial advisory firm serving life science founders, executives, physicians, researchers, professionals, and their families. Through our proprietary “Science of Wealth” methodology, we develop customized Roadmaps of Success that help clients make complex financial decisions with greater clarity and confidence.

Our mission is simple: reduce financial stress so our clients can focus on advancing innovation and improving lives through science.

We believe wealth planning should be personal, strategic, and built around the unique goals of each client—not a one-size-fits-all approach.

About the Role

We’re looking for a relationship-driven, motivated Wealth Consultant who is passionate about helping people build, protect, and optimize their financial future.

In this role, you’ll work directly with life science founders, biotech executives, physicians, researchers, and emerging industry leaders, helping them navigate important financial decisions throughout their careers and lives.

You’ll serve as a trusted advisor, combining financial expertise with empathy, strategic thinking, and exceptional client service. You’ll help clients develop strategies around investments, retirement, tax planning, estate planning, risk management, protection, and long-term wealth preservation.

This is an opportunity to build meaningful, long-term client relationships while working within a specialized and growing financial advisory firm.

What You’ll Do

• Build and maintain long-term relationships with clients in the life sciences sector
• Develop personalized financial plans based on 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
• Use Life Science Wealth’s “Science of Wealth” methodology to develop actionable Roadmaps of Success
• Conduct regular financial reviews and proactively identify opportunities to improve client outcomes
• Explain complex financial concepts in a clear, approachable way
• Collaborate with tax advisors, attorneys, business consultants, and other professionals to provide comprehensive solutions
• Stay current on financial markets, wealth management trends, and developments within the life sciences industry
• Contribute to business development through networking, referrals, and relationship-building
• Deliver a high-touch client experience grounded in trust, professionalism, and integrity

What We’re Looking For

Required Qualifications

• Must live in one of these areas: Boston, NY/NJ, Philadelphia, Washington DC, Raleigh, Chicago, Seattle, San Francisco, Los Angeles, or San Diego
• Bachelor’s degree in Finance, Business, Economics, or a related field
• Experience in financial planning, wealth management, advisory services, or relationship management
• Strong communication and interpersonal skills
• Ability to explain complex financial concepts in a simple, relatable way
• Highly self-motivated, organized, and able to manage priorities effectively
• Strong commitment to ethical conduct and fiduciary-minded service
• Proficiency with CRM and financial planning software

Preferred Qualifications

• CFP®, CFA®, CPA, or another relevant financial industry designation
• Experience working with professionals in biotech, pharmaceutical, healthcare, or life sciences
• An existing network within the life sciences community
• Securities and/or insurance licenses, as applicable

The Qualities That Will Make You Successful

We’re looking for someone who brings:

• Client-first thinking
• Strong relationship-building skills
• Strategic financial thinking
• Integrity and accountability
• Clear, confident communication
• Problem-solving ability
• Collaboration and teamwork
• Adaptability and a commitment to continuous learning

Why Join Life Science Wealth?

At Life Science Wealth, you’ll have the opportunity to work with a highly specialized client base and make a meaningful impact on the financial lives of people who are helping shape the future of science and healthcare.

You’ll have the opportunity to:

• Work with a specialized and growing client base
• Build meaningful, long-term client relationships
• Make a tangible difference in the financial well-being of scientific and healthcare professionals
• Work in a collaborative, entrepreneurial environment
• Access professional development and career growth opportunities
• Contribute to a firm built around innovation, excellence, and client success
• Competitive pay + incentives
• Health, dental, and vision benefits
• Retirement savings plan
• Flexible work environment
• Paid time off and holidays