Summary from listing
The Senior Client Advisor leads client relationships and oversees a team of client advisors and administrative personnel while delivering investment management, legacy planning, trust administration, tax, financial planning, estate planning, and private banking services. The role includes supervising staff, recruiting and training advisors, managing compliance reviews, developing business, and maintaining sophisticated client service. It requires a relevant master's degree or equivalent, at least twelve years of related experience, Series 7 and Series 63 licenses, and proficiency with Microsoft Office and Salesforce. The position offers a hybrid work environment with 60% in office and 40% remote for most positions, along with medical, dental, and vision coverage.
