Provide high-touch wealth management and financial planning for high-net-worth clients: manage relationships, onboarding, outreach campaigns, investment recommendations, comprehensive planning, market/regulatory monitoring, audit support, and collaborate with advisory and portfolio teams to deepen client relationships.

The Financial Advisor & Planner assists Personal Wealth clients with financial matters, managing client relationships, and providing investment strategies and education.

Assist clients with financial matters, providing high-level service, relationship management, and financial planning guidance while ensuring client satisfaction and retention.