
Senior Financial Advisor
6 hours ago
We are seeking an experienced Senior Financial Advisor to join our team. As a trusted advisor, you will be responsible for providing personalized financial planning and wealth management services to high-net-worth clients.
Key Responsibilities:- Client Relationship Management:
- Built strong relationships with affluent clients by understanding their evolving needs and concerns.
- Identified opportunities to deepen client relationships and cross-sell services.
- Provided proactive engagement with clients through regular reviews and personalized advice.
- Financial Planning:
- Conducted in-depth financial assessments for clients, including cash flow analysis and investment planning.
- Developed comprehensive financial plans tailored to clients' goals and risk tolerance.
- Monitored and reviewed financial plans regularly, adjusting strategies as needed.
- Optimized portfolios for tax efficiency and long-term growth.
- Business Development:
- Leveraged existing networks and relationship-building skills to acquire new clients and expand assets under management.
- Represented the firm at industry events to enhance brand visibility and attract prospective clients.
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