Min 5 yrs required
Senior Financial Advisor
Duties: Reports to Managing Director. Provide high-level, personalized service for individuals with a federally taxable estate valued at $5M+ and at least $1M in investable assets; working with clients to build investment portfolios, estate planning/management/settlement, philanthropic, retirement planning, tax management and descendent/intergenerational planning. Leads and delivers core market services of trust and estate planning and administra...