We are seeking a quick-thinking, self-starter with a passion for the financial markets, the desire to work closely with both clients and portfolio managers, and the ability to think critically about the factors that affect the economy. Our Wealth Management Professionals support all trading aspects of our business from an operational and account management perspective. We are seeking professionals with an understanding of the financial markets who can thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing your relationship with your clients.
Our Wealth Managers proactively develop, secure, and manage relationships with new clients. They spend a considerable amount of time prospecting, networking, and socializing in order to drive new assets into the firm. They help clients build and preserve their financial wealth by creating and implementing long-term asset allocation and investment strategies in a manner consistent with each client’s particular tolerance and capacity for risk. As a multi-custodian firm, we provide our Wealth Managers with access to innovative investment ideas, products, opportunities, and technologies. Our Wealth Managers can offer clients a wide array of products, including banking, checking, savings, insurance and annuities, alternative investments, home loans and mortgages, hedge funds, and many other types of investment products not always available through other firms. Through the correct application of these products and services, they develop customized investment strategies and financial plans that serve those who exhibit a need for Wealth Management, Private Wealth Management, Family Office, Trust and Estate, Sustainable Investing, and Managed Philanthropic services.