Wealth Management Senior Advisor

As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass‑affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, to help them achieve their financial and personal goals. You work closely with the senior wealth management advisor, serving as a partner in maintaining relationships with clients and expert partners and colleagues. Interpersonal savvy and communication skills are essential. You offer premium support, carry out and follow up on strategies, recommend solutions to ensure full satisfaction, and support business growth. You drive results by ensuring sound risk and compliance management and adherence to practices and policies. Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach.

Key Responsib...

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