What are the responsibilities and job description for the HNW Client Advisor position at Lawson Chase?
Our client is a global wealth management business that is hiring for their Client Service team. You will work in office in Tampa, Florida. You will partner with the internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give clients the best service possible. With the commitment to being a fee-only fiduciary firm, you'll appreciate knowing the compensation structure aligns with the clients' best interests without relying on commissions.
The Day-to-Day :
- Be the heart of the Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Rely on the sales team to gradually build your roster of high-net-worth clients within the first year
Your Qualifications :
Additional Information & Benefits
