The Financial Advisor focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.

Scope of the Role:

As a Financial Advisor, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Financial Advisor will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.

Requirements

You are helping families grow, manage, and protect their assets by:
• Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
• Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
• Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
• Guiding and implementing financial plans into the appropriate solutions based on client goals
• Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
• Driving loyalty, share of wallet, and referrals from existing customers
• Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning