Financial Planning Advisor

Partner with an Executive Wealth Management Advisor to identify client financial goals, analyze their financial landscape, and develop tailored recommendations. This role focuses on growing and managing relationships with high-net-worth clients, devising customized financial plans, and contributing to team sales targets.

• Manage and grow relationships with high-net-worth clients
• Develop and implement strategic financial plans
• Tailor investment strategies considering client objectives and constraints
• Perform investment research and provide financial guidance
• Grow book of business through identifying value-add products and services
• Build and solidify client relationships pre- and post-retirement

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.