Associate Wealth Management Advisor

Description:

POSITION OBJECTIVE:

To collaborate with the firm’s 2 largest Wealth Management producers, and be an integral part of the relationship management team. To be the firm’s primary point person for all areas surrounding asset allocation and manager analysis/due diligence. To be an active part of the financial and estate planning process and possess a deep understanding of the products and strategies used in the context of planning for high net worth families.

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