Wealth Advisor, Director

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client.

+ Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
+ Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
+ Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
+ Act as the primary Relationship Manager for assigned client relationships
+ Leads ...