SVP, Advisor

Provide wealth management and retirement advisory support for high-net-worth clients, partnering with other advisors to manage client engagements end-to-end. Analyze client goals, risk tolerance, net worth, and income to determine allocations and execute investment and planning actions such as rebalancing, required minimum distributions, tax loss harvesting, and education funding. Monitor portfolio performance, lead client communications and meetings, and create proposals while coordinating with attorneys and accountants.