Senior Wealth Advisor

Senior Wealth Advisor responsible for cultivating and managing relationships with high-net-worth clients, offering tailored financial planning and investment advice. Key duties include acquiring new clients, maintaining effective communication, overseeing client interactions to ensure an exceptional experience, presenting client reports and organizing meetings, participating on the Investment Committee, assisting in the financial planning process, rebalance portfolios, and ensuring portfolios follow the Investment Policy Statement. Requires collaboration with other advisors, knowledge of significant software (Orion, Redtail, Microsoft Office), and ongoing awareness of regulatory changes. Strong communication, problem solving, and multitasking skills, plus experience in acquiring and servicing wealth management clients and a demonstrated track record in the securities industry.