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Wealth Advisor
 Note: This is not a sales position. Responsibilities As a member of a client team you will provide: Relationship Management: Be a first point of contact for a number of the team's clients. You will be working with the most senior advisors at the firm while being supported by other members of the team. Client Service: Drive clients' financial planning strategies and portfolio management. You will be supporting a comprehensive approach to working with clients that is inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Financial Plan Development: Based on a client's goals and circumstances, you will create financial plans that address questions such as at when a client can retire with financial


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