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VP - Senior Wealth Consultant - Ultra High Net Worth
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Full-time
- The Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and complex portfolios.
- Supporting our clients wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
- Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
- Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
- Must have Ultra High Net Worth client experience
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