Deliver financial advice and complex portfolio management guidance. Core Responsibilities • Develop portfolio allocation strategies based on analyses of investment risk tolerance and clients’ short and long term investment goals. Develop implementation plans and communicates investment ...more

Deliver financial advice and complex portfolio management guidance. Core Responsibilities • Develop portfolio allocation strategies based on analyses of investment risk tolerance and clients’ short and long term investment goals. Develop implementation plans and communicates investment strategies. • Manage complex client portfolios on a long-term basis. • Work with external partners including estate attorneys and CPA's to ensure all client needs are consistently met. • Participate in the business development process. Collaborate with sales teams to build and deepen relationships with existing and potential clients. • Manage and review client portfolios on an ongoing basis and create reports that address client advisory needs. • Develop an advanced understanding of client financial situations. Create and implement wealth management strategies. •Develop advanced knowledge of alternative investments and services to help educate and guide clients. Maintain detailed understanding of financial planning, capital markets, and the Financial Services industry.less