Senior Client Advisor

Identify prospects, transition them to 1919 clients, and build rapport by assessing investment needs including cash flow, tax, and estate planning. Coordinate with Portfolio Managers to define and implement appropriate investment strategies while managing client relationships and satisfying their specific requirements. Develop new business through referrals and existing client additions, collaborate on sales presentations, and ensure compliance with the Firm's procedures. Report daily to Hanson Slaughter for guidance and supervision. Become a contributing member to 1919 Investment Counsel economically and intellectually.