Client Advisor

We are seeking a highly skilled and experienced Client Advisor to join our team. The ideal candidate will possess a strong background in financial planning and client management. The Client Advisor manages and participates in client relationships by building rapport, assessing clients' financial planning and investment needs. The Client Advisor must be experienced using Money Guide Pro and eMoney. The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each client account. This position is responsible and accountable for the team’s work in critical aspects of a client relationship as well as compliance with the Firm’s procedures and best practices.