Registered Wealth Management Advisor

**Essential Duties and Responsibilities**

+ Manage and deepen client relationships with effective communication and personalized attention in every interaction
+ Collaborate with investment team to develop models and strategies aligned with client objectives
+ Work closely with research analyst and portfolio managers to evaluate investment opportunities
+ Support the firm’s growth
+ Enter trades, orders, and rebalances as requested
+ Schedule, attend, and facilitate client meetings

+ Manage referrals effectively

+ Prepare financial reports, spreadsheets, and other materials for client meetings

+ Create and maintain records and files utilizing Client Relationship Management (CRM) software

+ Participate in marketing efforts including seminars and other client-facing events

+ Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and in...

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