Life Science Wealth is a new and expanding Wealth Management company built exclusively for the life science industry.

The mission is to be recognized as the premiere wealth firm for those in the life science industry, by providing the highest level of value add services that exceed client expectations.

Our consultants design a roadmap of success by using our proprietary Science of Wealth methodology for professionals, executives, and business owners of life science companies.

We will provide full and extensive training as well as ongoing mentorship to aid in your success

Duties

• Responsible for building a fee-based business
• Network and build relationships with COI to expand our brand and reputation.
• Use our process to build successful relationships with professionals, executives and owners of life science companies.
• Keep up to date with current solutions that will maximize client efficiencies in obtaining client goals
• Provide insight into the ever changing dynamics that affect our client's well-being

Qualifications

• Bachelor's Degree or equivalent required
• Candidates already licensed will receive preferential treatment but those who do not, must gain appropriate securities licensing within 90 days of hire (SIE, Series 7 & 63)
• Strong written and communication skills
• Driven for success
• Self-starter
• Time manager
• Positive attitude and work ethic
• Passion for exceeding expectations

Compensation

• Commission based
• No ceiling on earning potential

Work Life

• Job is hybrid as work will be done both in home and in person.