Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
*For Maryland Applicants*
The annual base salary for this position is $51,430 - $105,520
*Additional inventive pay is available for this position*