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Client Advisor
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$110,000 - $125,000 a year
Full-time
- Our client, a leading Asset Management firm with a specialty in private wealth management including investment management, wealth planning, and highly personalized client service has an exciting opportunity available for an experienced Client Advisor.
- The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.
- Coordinate with internal fiduciary counsel as needed to ensure administration is in accordance with
- Assist the Senior Client Advisor in investment management activities including implementing investment
- objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment
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