Partners with business development leaders to acquire and manage high-net-worth clients. Provides investment advisory, financial planning, estate and tax planning, customized investment proposals, portfolio reviews, asset allocation recommendations, and proactive client communication. Supports referral-based business development through prospect meetings and custodian-sponsored events while delivering personalized wealth management services.

Partners with the Business Development Officer to develop and manage high-net-worth client relationships. Provides investment advisory, financial planning, estate and tax planning, customized investment proposals, asset allocation recommendations, portfolio reviews, and proactive client communication. Supports new business development through prospect meetings and custodian-sponsored events while delivering a personalized client experience.

Partners with a Business Development Officer to develop and manage high-net-worth client relationships. Responsibilities include supporting business development, preparing investment proposals, providing financial planning and wealth management advice, recommending asset allocations and investment solutions, conducting portfolio reviews, and maintaining proactive client communication. The role uses eMoney, Salesforce, and Microsoft platforms and requires approximately 50% travel.