Lead Wealth Advisor

Manage complex client situations with a comprehensive and strategic wealth management approach, compiling and analyzing financial data to address planning, tax, and estate issues. Implement, monitor, and tax-manage client portfolios while creating Investment Policy Statements based on client risk profiles. Guide clients through market fluctuations to ensure disciplined investing, lead meetings to maintain strong relationships, and assist with on-boarding new clients. Serve as a subject matter expert across multiple functional areas, collaborating with Wealth and CPA teams to deliver integrated support. Requires Series 65 licensing and five years of fee-based advisory experience.