There are still lots of open positions. Let's find the one that's right for you.
The main purpose of this job is to lead, manage and motivate a team of Private Client Advisors who deliver comprehensive advice and customized wealth management solutions to our high-net worth clients and families. The position involves overseeing the delivery of wealth management services, coaching team members, and maintaining a client-centric focus to exceed client expectations. The role also includes developing comprehensive plans with clients' professional advisors and collaborating with internal partners to meet unique client needs.