Serve as the primary wealth management advisor for high-net-worth individuals, institutions, businesses, and qualified plans. Assess investment goals, risk tolerance, tax considerations, cash flow, and life events; develop and implement wealth management plans; monitor portfolios; communicate performance insights; coordinate client reports; maintain CRM records; and generate new business through consultative sales.

The Financial Consultant develops client relationships and advises on wealth management needs, coordinating investment plans and monitoring portfolio performance.