Financial Advisor Manager; Personal Advisor Services | High Net Worth Advice

Lead a team of experienced financial advisors by providing coaching, mentoring, and performance leadership that elevates both advisor and client experience. Coach advisors to strengthen financial planning, relationship management, and client engagement skills while fostering a culture focused on accountability, collaboration, and continuous improvement. Partner with advisors to deliver personalized wealth management solutions for clients with $500,000 to $5 million in assets, ensuring adherence to regulatory requirements and firm policies. Monitor performance trends to identify opportunities for improvement and balance growth, client experience, and risk management priorities. Serve as a role model for leadership, professionalism, and fiduciary excellence within the High Net Worth Advice business.