Wealth Advisor

Manage client relationships by developing personalized wealth planning strategies based on financial goals, risk tolerance, and investment preferences. Onboard new clients through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs while serving as a secondary advisor when needed. Lead client meetings through all phases of the wealth planning process and coordinate with internal departments to ensure a holistic approach. Mentor colleagues on best practices in wealth planning and business development. Proactively interact with clients to create a superior experience and assist with timely transaction requests. Achieve high client retention while growing assets under management.