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Specialty Wealth Advisor I
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- The Sports & Entertainment Group (SEG) Wealth Advisor 1 is responsible for all facets of client relationship management and new business development for SEG personal and business entity clients who derive their wealth from the Sports & Entertainment industry.
- Assesses and advises on managing investment portfolios, delivering tailored credit, banking and insurance solutions to affluent, high net worth and ultra-high net worth, multi-generational clients and prospects.
- This SEG Wealth Advisor 1 will execute the needs-based solution delivery and integration of a broad range of investment, credit, and banking products and services (financial planning, portfolio management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services) through the implementation of our Advice Delivery Model value proposition.
- Reporting to the Sr. Wealth Advisor or Managing Director of SEG Sales, the SEG Wealth Advisor 1 leads the service team and business development effort to ensure consistent execution of their business strategy, revenue growth, and multi-functional collaboration while ensuring strong risk management execution.
- Works with Sr. Wealth Advisor or Managing Director of SEG Sales to help develop localized marketing content and events.
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