Sr. Wealth Advisor-E

As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing personalized financial advice and solutions tailored to their needs. You will develop comprehensive wealth management strategies, including investment, retirement planning, fixed income & mutual funds, and tax planning. Conducting regular portfolio reviews and adjusting strategies based on market conditions and client needs will be a key part of your role. Staying informed about market trends, economic conditions, and investment opportunities is essential. You will utilize research and analysis to make informed investment recommendations. Collaboration and teamwork are crucial, as you will work closely with internal teams, including investment analysts, tax specialists, and estate planners, to deliver holistic financial solutions. Additionally, mentoring and training junior advisors and support staff will be part of your responsibilities. You will also be involved in business development by identifying and pursuing new opportunities to expand the firm's client base. Participation in networking events, seminars, and other outreach activities to promote the firm's services is expected. This is a full-time position with a day shift schedule and requires in-person work at the designated location.,