Senior Advisor, Wealth Management (Bilingual)

Provide comprehensive support to high net worth clients throughout their wealth management journey. You’ll deliver exceptional onboarding, build tailored financial plans, and create investment proposals aligned to each client’s objectives and risk tolerance. Proactively service client accounts, communicate regularly via phone, video, and in-person meetings, and apply expertise to complex matters involving corporations, trusts, and estates while contributing to improvements in the client experience.