Senior Wealth Advisor
The Wealth Advisor is responsible for delivering exceptional advice and service to clients of BWA. You will achieve this by being the first call for any financial guidance and service that our clients need. You will be the primary point of contact for a select group of clients as well as be the supporting advisor for others. You will work expeditiously, along with others on the team, to conduct financial analyses, construct and manage investment portfolios, project income tax liabilities, provide guidance on estate planning, and address other financial needs that will benefit our clients.
You will customize the service level for every client and deliver exceptional work quality in all that you do. Your guidance will be backed by data and sound historical experience. As the face of BWA, you will strive to build a level of trust and respect with clients that can span across generations.
The ideal candidate will have 10+ years of experience in wealth management or a related field and have a strong desire to work in a team-oriented atmosphere.