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The Financial Adviser is responsible for conducting Financial Needs Analysis and providing tailored financial advice in investment, life insurance, and estate planning. They build and maintain client relationships, present recommendations, ensure compliance with regulations, and meet sales targets while engaging with stakeholders for ongoing business opportunities.

As a Lead Product Engineer, you'll build high-performing, scalable enterprise-grade applications while leading various phases of the development lifecycle. You'll apply critical thinking and problem-solving skills in an agile environment, focusing on software design, quality assurance, and developing solutions that comply with operational feasibility.

Manage and grow a portfolio of high net worth clients, trusts, and investment holding companies. Formulate tactical strategy and delivery plans for single practice areas. Ensure proactive integration and operational enhancement.