Summary from listing
The Senior Client Advisor leads client relationships and oversees a team of client advisors and administrative personnel in private wealth management. The role covers client communication, investment management, trust administration, estate and tax planning, business development, compliance, and staff supervision and development. 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.
