AVP/VP Portfolio Advisor

Responsibilities: 

•  Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity
• Liaise with your clients’ team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services
• Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client’s overall wealth management plan
• Manage the client meeting process including initiating and coordinating agendas and materials with senior team members and developing junior staff’s work product
• Participate in client meetings with a focus on creating meaningful change

Requirements:

• 4-6 years of dealing with high net worth clients in portfolio/financial advisory
• strong GPA (over 3.2)
• Series 7 and 66