Tuesday, October 28, 2025
Unicorn

Family Wealth Consultant

Posted: 5 days ago

Job Description

Company Description:At Unicorn, we go beyond traditional financial advice to help professionals, families, and entrepreneurs secure their futures and legacies. Our foundation of honesty, hard work, and integrity underpins a highly personalized family wealth experience. We're on a mission to empower our investors to live a "Freehold" life, giving them complete clarity, confidence, and control over their finances. We believe in long-term partnerships, understanding that true wealth management means aligning financial goals with life's deeper purposes and dreams.Role Description: As a Family Wealth Consultant, you'll play a crucial role in empowering clients to take charge of their financial destinies. This calling is for those who genuinely believe in guiding people with sincerity, diligence, and responsibility. At Unicorn, we don't just advise; we partner with our clients, simplifying complex financial matters and consistently delivering on our commitments. If you're driven to make a tangible difference in people's lives, this is where your career can truly thrive Key Responsibilities Include: * Developing customized finarncial plans that reflect clients' values and life aspirations. * Providing transparent, purpose-driven, and long-term investment and wealth solutions. * Acting as a trusted advisor, supporting investors and families through all life stages. * Committing to continuous professional growth, humility, and discipline. Always upholding the highest ethical standards, ensuring client interests are paramount. * Collaborating with a dedicated team sharing a commitment to doing what's right.Qualifications: We're seeking thoughtful communicators with excellent consulting and interpersonal skills. You should be highly accountable, able to work both independently and collaboratively, and possess an analytical, solutions-oriented approach focused on deep client relationships, not just transactions. Alignment with our core values of honesty, hard work, and a strong moral compass is essential.

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