Senior Wealth Strategist
1 day ago
About the Role
We are seeking an experienced wealth advisor to join our Private Client Group as a Senior Wealth Strategist. This is an exceptional opportunity to drive business growth and build long-term relationships with high net worth individuals.
Responsibilities
The successful candidate will be responsible for cultivating relationships, growing assets under management, and providing expert advice on investments and portfolio management. They will also research markets, collaborate with product teams, and organize events to fuel business growth.
Requirements
To be successful in this role, you will need to have a strong understanding of investments, markets, and wealth management. You will also require excellent communication and analytical skills, as well as proficiency in finance software. Above all, you must be committed to delivering exceptional client service and building lasting relationships.
Perks and Benefits
In return for your expertise and dedication, we offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience. You will also receive a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
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