As a Senior Wealth Advisor, you will provide advice and solutions to Ultra High Net Worth clients regarding wealth preservation, investment management, family office services, and estate and trust planning. You will also be responsible for cultivating new client relationships, communicating effectively about the market and available investment products, and driving business results by expanding your network of Centers of Influence.

Deliver advice and solutions to Ultra High Net Worth clients to help them achieve wealth preservation and investment management goals. Identify and cultivate new client relationships. Maintain ongoing communication with prospects and existing clients. Drive business results by building a network of Centers of Influence.

Deliver advice and solutions to Ultra High Net Worth clients to help them achieve desired goals around wealth preservation, investment management, family office services and estate and trust planning