Overview

Private Wealth Management (PWM) Instructor Wealth Education & Investment Strategy DevelopmentPrivate Wealth Management (PWM), Commercial Real Estate (CRE), Residential Real Estate (RRE) & Building Wealth Partner Workshop Program Investing DivisionCompany: Chrysolite Investment Management Corporation (Chrysolite IMC)Location: Lake Mary, Florida (Hybrid, Remote & In-Person Training Opportunities Available)Position Type: Full-Time / Part-Time / Contract Opportunities AvailableDivision: Private Wealth Management (PWM), Commercial Real Estate (CRE), Residential Real Estate (RRE) & Building Wealth Partner Workshop Program InvestingDepartment: Wealth Education, Investment Training & Professional DevelopmentReports To: Executive Leadership Team / Director of Training & Business DevelopmentCompensation: Competitive Compensation + Performance Incentives + Workshop Development Opportunities + Leadership Advancement OpportunitiesEducate. Empower. Build Generational Wealth Strategies.Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking an experienced and knowledgeable Private Wealth Management (PWM) Instructor Wealth Education & Investment Strategy Development professional to join our growing Private Wealth Management, Commercial Real Estate, Residential Real Estate, and Building Wealth Partner Workshop Program Investing divisions.The Private Wealth Management Instructor will be responsible for developing and delivering educational programs designed to educate employees, clients, investors, entrepreneurs, business owners, strategic partners, and community participants on wealth-building principles, investment strategies, asset management concepts, and financial growth opportunities.This position is ideal for a wealth management professional, investment advisor, financial educator, portfolio manager, business consultant, entrepreneur, real estate investor, or industry expert who enjoys teaching, mentoring, and helping others understand strategies designed to preserve, grow, and manage wealth.Position SummaryThe Private Wealth Management (PWM) Instructor serves as a subject matter expert responsible for creating, delivering, and improving wealth education programs that support: Employee professional development Client education initiatives Investor awareness programs Business partner workshops Wealth-building education Private Wealth Management growth initiativesThe Instructor will teach concepts related to investment management, wealth preservation, asset allocation, commercial and residential real estate investing, entrepreneurship, financial planning principles, and long-term wealth strategies.This role supports Chrysolite IMC's mission of helping individuals, families, business owners, and investors better understand strategic wealth-building opportunities.Primary ResponsibilitiesPrivate Wealth Management Education & Training Develop and deliver Private Wealth Management educational programs. Create wealth-building workshops, presentations, training materials, and educational resources. Teach investment concepts in a professional and understandable format. Explain wealth management strategies, investment principles, and financial concepts. Provide practical examples, case studies, and real-world applications. Support employee training and professional development programs. Evaluate participant understanding and improve educational effectiveness.Wealth Education Curriculum DevelopmentDevelop training content covering:Private Wealth Management Fundamentals Introduction to wealth management Wealth-building principles Asset protection concepts Investment strategy development Portfolio management fundamentals Risk management principles Long-term financial objectives Wealth preservation strategies Generational wealth planning conceptsInvestment Strategy EducationTraining topics may include: Understanding investment objectives Asset allocation concepts Diversification principles Investment risk assessment Market analysis fun