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Private Wealth Advisor, Director
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Full-time
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
- Produces client reports that demonstrate the value provided and assesses clients at-risk for retention.
- Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
- Acts as the prime subject matter expert for internal/external stakeholders.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
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