Job Description
Overview
A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, relationship management, and a commitment to providing personalized service to clients.
Key Responsibilities
- Develop a portfolio of high-net-worth clients through networking and relationship-building
- Provide comprehensive wealth and estate planning services, focusing on investments, risk management, business planning, and fiduciary duties
- Ensure adherence to mandates and compliance requirements
- Manage client needs proactively through effective CRM management
- Conduct regular review meetings with clients
- Follow practice management principles for effective business management (segmentation, servicing, etc.)
- Oversee revenue and commission management
- Build relationships across divisions and c...