The Senior Wealth Manager serves as the trusted advisor to our affluent clients and their families, and provides comprehensive guidance to clients regarding investment, trust and estate, insurance, tax and banking needs. Senior Wealth Advisors work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives.
The Senior Wealth Manager also develops thoughtful strategies that enhance client service delivery and manage risk, and works cooperatively within a team environment to harness all of the firm’s resources on behalf of the client. Additionally, the Senior Wealth Manager collaborates on potential new business opportunities, and enhances and expands the firm’s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Fiduciary Specialists and Private Bankers, the Senior Wealth Manager is also responsible for developing current and future fee-based business.
Required Education or Equivalent Experience
Required Experience
Field of Experience
All your information will be kept confidential according to EEO guidelines.
Job details are sourced from the employer's original posting.
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Eligibility: Applicants for employment must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with client (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status). This is a full-time & permanent position. Local candidates only ... Must be able available for face-to-face interview