This position is responsible for working with the top 1% of high-net-worth individuals to help fulfill their lifetime objectives embracing their value system, love of family, and commitment to their community. As a Client Advisor, your work will encompass estate and business planning, asset planning, income tax planning and personal financial planning. We are seeking a candidate who has an outgoing, poised, and persuasive communication style that emphasizes the importance of building relationships with individuals and teams. A sense of urgency and confidence to handle a variety of challenges, a full commitment to the success of our firm, and high standards of achievement are expected as a Client Advisor. In this position, you will deliver outstanding advice to your existing clients to enable them to make informed decisions about their current planning objectives. In doing so, you will build deep relationships with existing clients as well as their advisors enabling you to drive new business development activities.
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