Private Wealth Advisor

The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then offers those products and services as appropriate. Always dedicated to recommending and selling investment solutions that are best suited for the client and meet fiduciary standards, regardless of whether such solutions are offered...