Great Wealth Advisor

Are you as passionate and curious about people as you are about financial markets? Are you an innovator who loves to piece together complex puzzles? Are you able to pitch concepts, strategies, and solutions to clients in an intuitive manner and using understandable language?

We're looking for a Great Wealth Advisor to:

1. Partner with our largest and most complex clients and translate their needs into bespoke multi-dimensional solutions, leveraging all the tools, products, and services available across the various divisions and departments of the firm.
2. Demonstrate that you and your GWA colleagues know what is going on in the world of wealthy families and business owners.
3. Coordinate input from all relevant stakeholders to storyline and deliver exceptional client proposals and pitches.
4. Lead client meetings and ensure proper follow-up.