Are you a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families? Join our rapidly growing and well-established organization as a Senior Client Advisor, where you will play a pivotal role in expanding our client’s footprint and making a lasting impact within a collaborative and dynamic environment.
If you are a strategic thinker with a strong client focus, ready to contribute to the growth and success of our organization, apply now to join our dynamic team as a Senior Client Advisor. Your expertise and leadership will be essential in shaping the future of our client.
How to Apply:
Referrals – Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in hire and keep all referrals confidential unless you ask us to use your name. We’re looking for Senior Client Advisor (VP/SVP), and ideally candidates who are not looking – any names come to mind? Let Lisa know at