About the role
The Wealth Solutions team provides consultative wealth planning to financial advisors and their high net worth clients ($5m ). As a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and services; and lead large projects with a significant business impact involving cross-functional teams. We are looking for a confident, poised and approachable person to join the team to provide indispensable service to our Financ…