Client Consultant, Private Client Group

Willow Wealth is hiring a Client Consultant for our Private Client Group. The role will drive AUM growth, educate investors, and build high-value relationships.

Requirements

• 3-7 years of proven sales record within financial services or related fields
• Sales and/or client facing presentation skills
• Meticulous white-glove service experience and demonstrated investor-first orientation
• Ability to prioritize tasks, leads, and outreach based on analysis
• Experience meeting and exceeding metrics driven performance indicators
• Works well under pressure in a dynamic, high growth environment
• Interact and communicate effectively with new prospects, investors, departments and stakeholders
• Ability to navigate cross functionality and collaborate towards great client outcomes
• Strong interpersonal and relationship-building skills, ability to interact with and grow a highly successful client base via phone, email and in-person, as needed
• Series 7 license

Benefits

• Competitive compensation packages, including equity
• Health, dental & vision coverage with FSA/HSA options
• Unlimited PTO
• 401k Match
• Commuter benefit
• Life insurance