What are the responsibilities and job description for the High Net Worth Advisor Manager position at LourdMurray?
We are seeking a highly experienced Senior Wealth Manager to join our team, responsible for delivering comprehensive wealth management strategies and providing high-level consultative financial advice to clients.
This role involves working closely with Wealth Advisors to create tailored financial solutions, leveraging internal and external resources to meet the complex needs of our affluent clients.
The ideal candidate will possess a deep understanding of financial planning and wealth management strategies, with a minimum of 5 years of related industry experience.
Key Responsibilities:
- Deliver comprehensive wealth management strategies for clients.
- Provide high-level consultative financial advice, utilizing internal and external resources.
- Collaborate with Wealth Advisors to create tailored financial solutions.
- Mentor Wealth Managers on financial planning strategies.
- Stay up-to-date on planning issues and communicate updates to internal staff.
- Develop and present training programs for internal staff.
As a member of our team, you will have access to opportunities for growth and development, enabling you to achieve your career goals.