Wealth Management Senior Advisor

Full-time Other-General

Overview

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using a 360 approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. Interpersonal savvy and communication skills are therefore essential.

Responsibilities

• Serve, solicit, develop, and maintain business relationships with mass-affluent Signature Service members and clients.
• Advise members and clients on executing 360 approach strategies in savings, investments, and other financial planning areas.
• Partner with the senior...