Summary from listing
The Wealth Advisor manages and expands relationships with high-net-worth individuals, families, trusts, family companies, and similar entities. The role includes ongoing financial planning, client education and coaching, portfolio and asset-allocation analysis, managed-account recommendations, business development, and compliance with regulatory and internal policies. Candidates should have a bachelor’s degree and 5–7 years of experience or an advanced post-graduate degree and/or professional certification with 3–5 years of equivalent experience, along with investment-advisory experience, strong communication skills, and familiarity with portfolio accounting systems, CRMs, and trade-rebalancing software.
