Wealth Consultant

Job Description Job Description ROLE OVERVIEW Reporting to the Manager, Wealth Foundations, the Wealth Consultant is integral to delivering a consistent, relationship-based wealth experience for members who are beginning or building their wealth journey. Working collaboratively within a centralized Wealth Foundations team, the role co-manages a shared portfolio of member relationships, providing proactive outreach, goals-based investment advice, and basic planning support. The Wealth Consultant…