Senior Financial Advisor

The Role: We are seeking an experienced wealth management professional to join our team as a Director. In this role, you will lead key client relationships, manage strategic aspects of our advisory practice, and serve as a bridge between clients and our investment and operations teams. This position is ideal for individuals with a proven track record of managing sophisticated client portfolios. Responsibilities include, but are not limited to:

• Manage and lead key client relationships by providing comprehensive investment guidance, portfolio analysis, trade execution, and account maintenance
• Conduct regular client meetings to provide comprehensive investment guidance, performance reviews, and strategic recommendations
• Develop and implement customized financial strategies and investment plans tailored to client objectives
• Identify client needs, anticipate market opportunities, and proactively communicate portfolio recommendations
• Participate in client meetings to provide investment guidance, occasionally meeting with clients independently
• Serve as a primary point of contact for client servicing needs
• Research and resolve client inquiries, manage followup communication, and conduct quarterly performance reviews